Private Wealth Adviser

<p><span style="font-size: 12pt;"><strong>Position Summary&nbsp;</strong></span></p> <p><span style="font-size: 12pt;">This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing an existing portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals.</span></p> <p><span style="font-size: 12pt;">This role is located in Sydney, New South Wales, Australia.</span></p> <p><br><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Understanding clients’ immediate needs, long term objectives and level of comfort with risk.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide financial advice across a broad spectrum of needs including retirement planning, investment planning, insurance needs, intergenerational wealth transfers and philanthropy.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide quality and trusted financial advice.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serve as the focal point for clients to assist with complex decisions around protecting and growing their wealth, structuring their investments, and balancing competing business or wealth demands.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensuring accuracy and compliance of client files and advice documentation</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist providing guidance and technical direction to paraplanners and implementation staff.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Drive ongoing business development activities with potential and new client opportunities.</span></li> </ul> <h2><span style="font-size: 12pt;">Qualifications and Experience:</span></h2> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">At least 1-2+ years’ experience as a Financial Adviser, with a focus managing HNW client portfolios.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Be passionate about servicing clients and interested in an opportunity for the long term.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Comply with the Qualifications Standard to be able to appoint as a Financial Adviser (Retail)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Advanced understanding of investment products, taxation, retirement &amp; estate planning and risk management and insurance</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">An ability to handle a client book and be comfortable with multi-tasking.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong sense of professionalism and a client-centric approach.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Highly motivated with an ability to convert referrals to clients.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Organisational and prioritisation skills.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Excellent communication and interpersonal skills, both written and verbal.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Exceptional client focus.</span></li> </ul> <p>&nbsp;</p> <p><span style="font-size: 12pt;">#LI-SF1</span></p><div class="content-conclusion"><p><strong>About&nbsp;Focus Partners Australia</strong><strong> </strong></p> <p>Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in&nbsp;investment and portfolio management,&nbsp;accounting, lending,&nbsp;insurance&nbsp;and related services from its offices in Sydney, Melbourne,&nbsp;Brisbane&nbsp;and the Gold Coast. Guided by a client-first ethos, we&nbsp;leverage&nbsp;the global&nbsp;expertise,&nbsp;platforms&nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,&nbsp;credit&nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,&nbsp;and transition their wealth at every life stage.&nbsp;Discover more about Focus&nbsp;Partners Australia at <a href="https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG">focuspa.com.au/</a>&nbsp;or&nbsp;<a href="https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG">LinkedIn</a>.&nbsp;&nbsp;</p></div>