Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Core
Trusted advisor delivering comprehensive wealth management plans, investment strategies, and holistic financial advice to high net worth individuals, families, and select institutions.
Role type
Senior Private Wealth Advisor (Vice President/Executive Director)
Builds
Customized wealth management strategies and client relationships
Domain
Private Wealth Management / High Net Worth Individuals
Required skills
Investment product knowledge, asset allocation strategy, business development, relationship management, client advisory, trade execution (equities, derivatives, fixed income), network building
Preferred skills
Prior sales, fundraising, or investing experience
Technologies
Equities, derivatives, fixed income, bonds, warrants, mutual funds
Responsibilities
Source and develop new business opportunities, build and foster a strong network of intermediaries, create asset allocation strategies, deliver holistic wealth advisory recommendations, support existing client relationships
Seniority
Senior, hands-on IC