State Lead, Private Wealth WA
Core
Lead the Western Australia Professional Wealth Management function to deliver high-quality fee-for-service advice and achieve state-based service, revenue, and member outcomes.
Role type
Senior leadership IC financial adviser (Private Wealth)
Builds
Personal financial advice portfolios for high net worth clients and senior university staff
Domain
Superannuation and Private Wealth in Australia
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Complex personal financial advice delivery, team leadership and mentoring, employer and stakeholder relationship management, advice quality and governance oversight, commercial performance management, retirement strategy expertise
Preferred skills
Technical depth in superannuation, taxation, investments, and Centrelink, thought leadership and event representation
Technologies
Financial advice tools and platforms
Responsibilities
Lead and develop the WA advice and support teams to deliver service and commercial targets, Personally deliver high quality financial advice to members with complex needs, Strengthen relationships with employers, university partners and key stakeholders, Ensure high standards of advice quality, governance, compliance and risk management, Contribute to commercial performance, operational efficiency and innovation, Represent UniSuper through events, partnerships and thought leadership
Seniority
Senior, hands-on IC with leadership mandate
