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* Who We Are - Integro Private Wealth is a specialist wealth management firm dedicated to delivering tailored financial advice and investment solutions to high-net-worth individuals, families, and business owners.
* What We Do - We provide strategic financial planning, retirement planning, insurance solutions, tax strategies, SMA model portfolios, private market investments, family office services, and intergenerational wealth transfer solutions.
* Our Philosophy - Client-centric, relationship-driven, and committed to long-term financial security and growth.
OUR BUSINESS MODEL & APPROACH
* Comprehensive Wealth Management - A holistic advisory model integrating financial planning, investment management, and risk mitigation.
* Partnering With Accounting Firms - A collaborative approach with accountants to enhance client outcomes through seamless financial planning integration.
* Technology & Platforms - We leverage Xplan for CRM and advice generation, with SMA portfolios managed on Hub24 and Panorama.
OUR CULTURE & VALUES
* Client First Approach - We prioritise clients' best interests and deliver personalised, high-quality financial advice.
* Integrity & Excellence - A strong focus on ethical conduct, compliance, and professional excellence.
* Innovation & Growth - Committed to continuous learning, leveraging technology, and staying ahead of industry trends.
* Collaboration & Partnerships - We foster a high-performance culture through teamwork and strong professional relationships.
WHY JOIN INTEGRO PRIVATE WEALTH
* Leadership Opportunity - A chance to lead and shape a key function within a high-performing wealth management firm.
* Industry Leading Expertise - Work alongside experienced advisers, investment specialists, and accountants in a collaborative environment.
* Client Centric Model - Focus on delivering best-in-class advice without sales pressure or product bias.
* Growth & Development - Professional development, ongoing education, and opportunities to influence strategic direction.
VISION & TEAM
* Unified Vision - Our existing directors possess a unified vision for the business, underpinned by the ambition and focus necessary to achieve this vision with the right team.
* Industry Experience & Qualifications - Our recruitment strategy prioritises industry experience and qualifications, resulting in a robust, professional, and competent team dedicated to fulfilling our mission statement.
* Recognition - In recognition of their contributions, we actively invest in staff development, aligning with our business objectives and goals.
* Career Growth - We offer clear career growth opportunities, stemming from our commitment to staff development and growth.
* Purpose & Value - Our entire team is driven by a strong sense of purpose and feels valued in their daily work.
PURPOSE OF THE POSITION
As a Private Wealth Adviser, you will be responsible for delivering tailored, strategic financial advice to high-net-worth individuals, families, and business owners. You will play a key role in developing the financial planning services delivered to clients of AMD, a leading Chartered Accountancy Firm in WA, who is a key trusted business partner of Integro Private Wealth. Working from the AMD Bunbury office, you will maintain and develop long-term client relationships, identifying new advice opportunities, and ensuring financial strategies align with clients’ evolving needs and objectives.
This role offers a dynamic opportunity to work within a leading wealth management firm, leveraging sophisticated investment solutions and tax-efficient structures to create meaningful financial outcomes. As a trusted adviser, you will uphold the highest professional standards, providing exceptional service and insights to help clients navigate complex financial landscapes with confidence.
We invite motivated, client-centric professionals with a passion for wealth management to explore this exciting opportunity to make a significant impact.
PRINCIPAL ACCOUNTABILITIES
* Client Advisory & Service Delivery - Ensure high-quality, client-centric financial advice and service that aligns with the firm’s standards.
* Regulatory Compliance - Adhere to all financial services regulations, ensuring compliance with licensee and industry requirements.
* Business Growth & Development - Contribute to the firm’s expansion through proactive client acquisition and referral partner engagement.
* Operational Efficiency - Utilise systems and processes effectively to enhance productivity and client experience.
* Knowledge & Skills Development - Maintain and enhance professional competencies through continuous learning and professional development.
* Team Collaboration & Leadership - Work collaboratively with colleagues, sharing insights and supporting junior team members in their professional growth.
* Stakeholder Management - Build and maintain strong relationships with key stakeholders to support team objectives and company goals.
RESPONSIBILITIES & QUALITIES
SKILLS
* Financial strategy development and implementation
* Client relationship management and engagement
* Strong written and verbal communication
* Negotiation and influencing skills
* Data analysis and financial modelling
* Stakeholder Management
COMPETENCIES
* Client Focus : Proven ability to manage high-net-worth clients and complex financial strategies.
* Business Acumen : Strong business development acumen and ability to cultivate new client and referral relationships.
* Collaboration : Work effectively with internal and external stakeholders.
* Professional Development & Technical Expertise : Strong understanding of investment markets, portfolio management, superannuation, tax structures, and estate planning.
* Communication : Highly developed communication and interpersonal skills, with the ability to articulate complex financial concepts clearly.
* Motivation : Self-motivated, proactive, and committed to ongoing professional development.
* Analytical : Exceptional analytical and problem-solving skills with meticulous attention to detail.
CAPABILITIES
* Wealth Advice Excellence : Ensure delivery of accurate, compliant financial advice, in an efficient manner.
* Client Service Excellence : Deliver exceptional client service and maintain high client satisfaction.
* Advice Compliance : Ensure all advice complies with regulatory standards and policies.
* Advice Tools and Software : High level of proficiency in Xplan and the Microsoft Office suite.
KEY QUALIFICATIONS AND EXPERIENCE
* Minimum 5 years’ experience as a financial adviser in private wealth, financial planning.
* Degree in Financial Planning, Business, Economics or a related field.
* Meet FASEA education standards and regulatory requirements.
* Membership with relevant industry bodies (e.g., FAAA) is desirable.
* Proven track record of maintaining and developing client relationships.
* Proven track record of implemented financial advice.
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