Lead Private Wealth Adviser for HNW Clients in Canberra

Lead Private Wealth Adviser for HNW Clients in Canberra

Canberra Full-Time 72000 - 88000 $ / year (est.) On-site
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At a Glance

  • Tasks: Manage high-net-worth client portfolios and mentor junior advisers.
  • Company: CANDOR Recruitment, a leader in wealth advisory services.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Dynamic role in Canberra with opportunities for career advancement.
  • Why this job: Lead and shape financial strategies for affluent clients while mentoring the next generation.
  • Qualifications: 5+ years as a Private Wealth Adviser with strong leadership and interpersonal skills.

The predicted salary is between 72000 - 88000 $ per year.

CANDOR Recruitment is seeking a Senior Private Wealth Adviser in Canberra to manage a portfolio of high-net-worth clients.

The role includes mentoring junior advisers and ensuring high-quality client service.

The ideal candidate will have over 5 years of experience as a Private Wealth Adviser, proven leadership skills, and the ability to manage complex financial strategies.

Strong interpersonal skills and adaptation to technology are essential.

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Lead Private Wealth Adviser for HNW Clients in Canberra employer: CANDOR Recruitment

Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.

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Contact Details:

CANDOR Recruitment Recruitment Team

We think you need these skills to ace Lead Private Wealth Adviser for HNW Clients in Canberra

Portfolio Management
Client Relationship Management
Leadership Skills
Financial Strategy Development
Interpersonal Skills
Mentoring
High-Quality Client Service