Private Wealth Adviser
Core
Delivering personal financial advice to existing and new clients, including high-net-worth individuals, to support their complex financial objectives and retirement outcomes.
Role type
Senior Financial Adviser (Private Wealth)
Builds
Personal advice plans, Records of Advice, and client engagement campaigns.
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Complex financial planning, taxation, superannuation, investments, social security, high-net-worth client management, governance and compliance, Records of Advice preparation
Preferred skills
AI tool adoption for advice delivery, workshop facilitation, presentation skills
Technologies
AI tools for financial advice
Responsibilities
Deliver review advice to existing clients and new client advice, support review appointments with tasks and follow-ups, apply governance and professional standards, improve advice delivery processes including AI integration
Seniority
Senior, experienced IC