Job Type: Full-time | On-site / Remote & Flexible
Role Description:
We are looking to work with experienced advisors with an established book of clients.
This is a full-time performance based role. As a Private Wealth Advisor, you are expected to manage relationships with high-net-worth individuals, retail investors, charities, non-profits, foundations, trusts, family offices, superannuation funds, and institutions.
You will create and implement customized financial plans, and investment advice that are in the best interests of your clients.
Growing your FUM:
We focus on helping our advisors build their funds under management through a range of initiatives including client events, webinars and networking opportunities.
If you are an advisor that is looking to join a growing team, with the most competitive grid in the market then we want to hear from you.
Preferred Qualifications:
* Financial Planning and Certified Financial Planner (CFP) credentials
* Bachelor's or advanced degree in finance, economics, or related field
* Proven expertise in business relationship management
* Experience in estate planning and tax laws
* Strong knowledge of investments including equities, fixed income products, private equity, and alternative investments
* Excellent interpersonal and communication skills to build long-term relationships
* Ability to work well in a team environment and independently
* Experience in a similar role with high-net-worth individuals and families
* Certification in Investment Management or other relevant designation is desirable
* Fluency in additional languages is an advantage
Seniority level
Mid-Senior level
Employment type
Part-time
Job function
Finance and Sales
Industries
Human Resources Services
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