Private Client Adviser
Core
Guide beneficiaries and clients through estate administration and significant life transitions, delivering holistic wealth management and strategic advice.
Role type
Private Client Financial Adviser
Builds
Long-term advisory relationships and a sustainable referral pipeline for the Private Client business.
Domain
Wealth management, estate planning, and superannuation in Australia.
Deliverable
client delivery
Required skills
wealth management, superannuation, investments, retirement planning, advice compliance, regulatory obligations
Preferred skills
relationship building, business development, cross-functional collaboration
Responsibilities
Guide beneficiaries through estate administration decisions; build and grow the Private Client advice offering in Adelaide; partner with Estate Managers to identify advice opportunities; deliver tailored wealth management and strategic advice; connect clients with internal expertise; collaborate with the Advice and support team.
Seniority
Mid-Senior, hands-on IC