Samach Private Wealth, Sydney, Australia Financial Adviser Sydney, Australia Flexible
vor 2 Monaten
Samach offers bespoke services where we act as a Personal CFO to help run all of a client's financial matters.
We work with time-poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don't want the burden of managing day-to-day admin, complex structures, tax, and investments.
Our clients require quality advice tailored to them.
Work TypeFlexible
Role TypeAdvisor
Employment TypeFull Time
About the roleWe have an exciting opportunity for a Financial Adviser to join our recently founded wealth management business based in Bowral NSW on a full-time/part-time basis. We take pride in providing high-quality tailored advice and taking the complexity out of financial strategies and financial matters for our expanding client base.
There is an opportunity for the right person to become a Partner in the business.
Skills and experienceA minimum of 5 years of experience in client-facing advice delivery to HNW clients;Exceptional written and personal communication skills;An attention to detail and professional manner;A proven track record of attracting and maintaining client and alliance referral relationships;A solid understanding of financial markets and economics;Relevant degree qualifications and experience required to meet FASEA education standards;An ability to work cohesively in a team environment.
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