Private Client Financial Advisor
About the job
Macquarie Private Bank takes a team-based approach to managing wealth, empowering successful individuals and families to focus on what matters most in their lives. As an Adviser, you will work closely with experienced Senior Private Bankers to deliver tailored advice and exceptional service to high-net-worth clients. This job offers a unique opportunity to develop your skills, build meaningful client relationships, and contribute to providing bespoke investment and strategic advice in a collaborative environment.
You'll be responsible for
💼
Delivering tailored advice and exceptional service
Working closely with Senior Private Bankers to provide high-quality advice and service to high-net-worth clients.📝
Preparing high-quality advice documents
Crafting review and forward-looking advice materials with meticulous attention to detail and a professional presentation.🤝
Engaging with clients
Participating as the 'second chair' in client meetings, ensuring a polished and personable experience while managing timely follow-ups.Key criteria
📊
2-3 years of advisory experience
Experience providing tailored financial advice to clients.View
🎓
Tertiary qualifications in finance
Strong academic background in commerce, banking, or finance.View
✅
FASEA compliance
Eligibility for inclusion on the Financial Adviser Register.View
View more
