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 pbhardwaj@morganmckinley.com for an immediate response and for further confidential discussion.
Consultant Details
Consultant Details

Priyanka Bhardwaj
- Senior Consultant | Accounting and Finance Recruitment