Senior Wealth Adviser - Wholesale

About the company

This leading financial services firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry.

About the role

As a Wholesale Investment Adviser role, you will be responsible for providing strategic investment advice to high-net-worth individuals, institutional investors, and other wholesale clients. You will build your book by developing relationship with established referral partners and you will leverage your financial market expertise to help clients achieve their financial goals through customised investment strategies.

This is a great opportunity for an experienced financial adviser with wholesale experience and the ability to hunt strong business.

Demonstrated skills

• Extensive experience working as a Wholesale Financial Adviser
• Ability to build strong relationships with UHNW clients
• Strong business development skills
• Great understanding of compliance frameworks in the advice industry
• Tertiary qualifications in Finance, Business, Economics, or related field

Benefits

• Attractive salary package (base salary and commission)
• Established clients and referral partners
• Collaborative environment focused on long-term client outcomes.
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities
• Fun social events

To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.