Wealth Management Opportunity
Our client, a leading Australian boutique stockbroking firm, offers a unique focused approach that fosters extraordinary outcomes for clients and stakeholders. With a long-standing profile in building strong corporate relationships with small and mid-cap Australian companies across the mining and industrial sectors, this opportunity is ideal for a well-established High Net Worth (HNW) Private Client Advisor.
Based in Sydney or Melbourne offices, you will connect private clients with exclusive equity markets deal-flow, working alongside the ECM and Advisory team. As an HNW Private Client Equity Advisor, you will be motivated, ethically sound, and dedicated to delivering superior outcomes for your clients.
Key responsibilities include:
* Building private client relationships within a specific professional or regional network in Sydney or Melbourne;
* Managing client money within a financial advisory capacity;
* Generating revenue and delivering superior outcomes for clients;
* Working with a team of competent professionals to grow the network;
Requirements:
* Bachelor's degree in Finance or related field;
* At least 5-10 years' direct HNW equity markets private client advisory experience;
* Strong ethical alignment and excellent communication skills.