Private Client Adviser

• Join a rapidly growing client-centric business focused on HNW clients
• Inclusive and collaborative work environment
• Adviser opportunities available Australia-wide

Are you an adviser that works with High Net Worth (HNW) clients that would like the upside of running your own business but not having to start from scratch?
Looking for more autonomy but also admin support from your current firm?
Are you passionate about working with HNW clients across generational wealth?
Are you looking to get paid based on the revenue you generate and not just a salary?

We’re seeking for our client driven financial advisers across Australia to build lasting client relationships, provide expert financial guidance, and identify new business opportunities. If you thrive in a dynamic environment and work with HNW clients, we’d love to hear from you!

Location:

This role is open to Financial Advisers located across Australia (strong focus on Sydney and Melbourne).

About the Company:

Our client is a rapidly growing private wealth firm committed to serving wholesale clients through a personalized and modern approach. With an innovative and entrepreneurial spirit at its core, they provide a dynamic and tailored wealth management experience designed to meet the unique needs of high-net-worth individuals, charities, non-profits, foundations, trusts, family offices, superannuation funds, and institutions worldwide.

Our client can provide you an extremely generous revenue split that is one of the best in the market, in-bound client leads and a full client services admin and marketing team so you can focus on building relationships with clients. They have allocated over 5,000 wholesale client leads to their advisers over the last 12 months.

They utilise a broad APL and platforms and have access to the best investment deal flow opportunities in the market through their deep networks.
  
Job Description:

• Develop and maintain strong relationships with high-net-worth individuals by understanding their financial goals and concerns.
• Provide clear, tailored financial guidance to help clients achieve their unique aspirations while ensuring alignment with long-term objectives.
• Empower clients to make informed decisions for a secure financial future through strategic investment and financial planning.
• Identify and cultivate new business opportunities by leveraging the firms referral networks.
• Adhere to professional standards, compliance regulations, and risk protocols to deliver ethical, high-quality financial advice.
• Stay informed on financial trends, investment opportunities, and economic conditions to provide relevant recommendations.
• Regularly review and adjust financial plans based on market changes and evolving client needs.

If you’d be interested to find out more, please contact:

Simon Gvalda on 0412 122 593 / [email protected]

or apply via the attached link.

#SCR-simon-gvalda
Reference number: 1619772
Profession:Wealth Management

Company: Kaizen Recruitment
Date posted: 23rd Jun, 2025