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Wealth Manager - Investment Firm

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Job Summary

  • Sydney CBD
  • Permanent
  • BBBH834858
  • Feb 14, 2023
  • $120k - $160k
Job Description

Our client is a fast-growing Wealth Management firm, are on the lookout for a ambitious Wealth Manager to join their expanding team

The Role

  • Provide General Advice only on Equities and Derivatives for High Net Wealth Individuals
  • Ensuring clients are fully aware of our full wealth management proposition
  • Coordinating with external & internal networking/prospecting events where relevant
  • Manage Dealers Assistants
  • Identifying opportunities to innovate and drive efficiency
  • Reporting to Head of Wealth
  • Attend client meetings in collaboration with the adviser and contribute to the presentation and discussions

About You

  • A minimum 3+ years' experience in a similar wealth management / investment role in financial services.
  • Graduate degree preferred
  • Background in Financial Services dealing with High Net Worth Clients will be favorable
  • Existing Client Book (Min. $10M Funds Under Management) or the ability to quickly bring over
  • You'll have proven experience in client-facing roles with a passion for customer service.
  • Brilliant communications skills, both verbal and written
  • Drive, determination and commitment demonstrated in your everyday work practices
  • The ability to work under time pressures and targets, within a busy working environment
  • Strong presentation skills

What The Company Has To Offer

  • Hybrid Working Model - Up to 2 days work from home
  • Excellent career prospects
  • Work within a highly organised and collaborative team environment

This is a unique and exciting opportunity within a high profile firm, Interested candidates, please send an updated CV to for an immediate response and for further confidential discussion.


Consultant Details

Consultant Details

Priyanka Bhardwaj
Priyanka Bhardwaj