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Private Wealth Advisor (Retail/Wholesale Book)

  • Location:

    Sydney, New South Wales

  • Sector :

    Funds/Asset Management

  • Job type:


  • Salary :

    AU$100000 - AU$300000 per annum + attractive package

  • Contact :

    Stuart Milson

  • Email :

  • Job ref :


  • Published :

    seit 13 Tagen

  • Expiry date:


  • Start date :


  • Consultant:

    Stuart Milson


  • Leverage your unique background and experiences to build a business within the business.
  • Work with a team to source and develop new business opportunities, as well as to support existing client relationships with your network as well.
  • Private Wealth Advisor allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team
  • Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries
  • Enhance your investment acumen through creating asset allocation strategies and holistic wealth advisory recommendations to clients
  • Ideally work accross all asset classes.
  • We specilize in the HNW and with a sophisticated client base.


Bachelors Degree

Diploma of Financial Planning (RG 146 Certified)


  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Demonstrated interest in financial, economic and global capital markets
  • Strong client focus, business development and relationship management skills
  • Strong analytical and communication (oral and written) skills
  • Commitment to excellence and a high level of integrity
  • Prior sales, fundraising, business development or investing experience a plus, but not required

Please call Stuart on 04812 66699 to discuss in more detail.

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Carter Murray is part of The Specialist Recruitment Group PTY LTD, which is acting as an Employment Agency in relation to this vacancy.

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