Senior Financial Adviser, Wholesale clients in Sydney

Senior Financial Adviser, Wholesale clients

This is a rare opportunity to take ownership of a high quality, fully established portfolio of wholesale clients within a growing, investment led private wealth firm.

The client base comprises long standing relationships with financially sophisticated individuals and families and represents some of the highest quality clients available in the market.

The role provides immediate responsibility for meaningful client relationships, alongside long term upside through client growth and a genuine pathway to equity participation as the firm continues to grow.

About us – Velaris Private Wealth

Velaris Private Wealth is a boutique private wealth firm based in Sydney. We are independently owned, hold our own AFSL and have been operating for over 20 years.

We were formerly known as Sentinel Wealth and recently rebranded to better reflect who we are and the value we provide to clients.

This reflects our focus on delivering outcomes that are dynamic, elevated and optimised.

We advise both Wholesale and Retail clients using an evidence based approach, with a strong focus on high quality investment portfolios alongside broader holistic advice.

We are firmly focused on our next phase of growth and building something unique, high quality and enduring.

We have already made several significant investments to support this, including strengthening our leadership team, expanding our Advisory Board and Investment Committee, and investing in our brand, office environment and client experience.

The opportunity

This role is centred on taking ownership of an existing portfolio of wholesale clients, with bespoke portfolios across public and private assets.

These are established, actively engaged relationships with financially sophisticated clients, with average funds under advice typically between $5m and $10m and a number of larger relationships.

You will

• Take ownership of a high quality portfolio of established wholesale clients, transitioning relationships that are already well embedded with the firm and continuing to deepen trust and engagement over time.
• Deliver high calibre, holistic advice across portfolio construction, asset selection, structuring, tax, superannuation and intergenerational wealth, tailored to financially sophisticated clients.
• Lead investment and portfolio discussions with clients, drawing on the firm's investment framework and engaging confidently on both public and private market strategies.
• Prepare for and conduct client reviews, typically quarterly, maintaining a consistent, considered and high quality client experience.
• Actively shape and evolve client strategy over time, identifying opportunities to enhance outcomes as client circumstances and market conditions change.
• Growth will be supported through internal transitions and referrals, with strong upside for advisers who are able to originate new client relationships over time.
• There is also a pathway to equity participation as the firm continues to grow.
• Your potential background and capabilities

Note: We are open to both experienced advisers and senior professionals transitioning into wealth management.

We have a strong track record of supporting this transition where existing experience is leveraged to deliver exceptional client outcomes.

You will likely demonstrate that you

• Build confidence and trust quickly with financially sophisticated individuals.
• Convert qualified opportunities into ongoing client relationships by articulating a clear and genuine value proposition.
• Have a strong understanding of financial concepts including valuation, portfolio construction, economics, market dynamics and performance measurement.
• Understand how both public and private investments operate.
• Can confidently discuss investment strategies and managers following appropriate research.
• Communicate clearly and effectively, both verbally and in writing, including simplifying complex concepts.
• Have strong attention to detail and can identify issues in financial and accounting information.
• How we work and what we are like

Investment approach: We are not a transaction driven firm.

We focus on constructing high quality portfolios aligned to client objectives.

Most assets in our wholesale portfolios are accessed via public and private funds.

Our Investment Committee provides guidance across portfolio design, asset due diligence and ongoing review.

Consistency of approach: We prioritise a consistent and high quality client experience.

Advisers work collaboratively to refine and apply best practice across the firm rather than operating independently.

Team based delivery: Senior Advisers are supported on each client by an Associate or Senior Associate and, where appropriate, an additional adviser depending on client complexity.

This structure allows advisers to focus on delivering high quality advice and maintaining strong client relationships.

Premium CBD office environment aligned with the quality of our client base.

Flexible working arrangements that support both client outcomes and team collaboration.

Very well resourced and engaged team with strong internal capability across technology, strategy, AI, process, investments, modelling and technical knowledge.