Wealth Manager
On-siteSydney, New South Wales, Australia
Job Summary
Maintain and nurture relationships with an existing client book while delivering comprehensive financial plans covering investments, retirement, insurance, estate planning, and tax strategies. Identify growth opportunities by acquiring new clients through referrals, networking, and targeted outreach. Collaborate with the broader team to integrate holistic planning into existing practices and ensure all interactions comply with regulatory standards. Educate clients on financial planning principles to empower informed decision-making. Requires a FASEA-approved qualification and passed ASIC Financial Adviser Exam. Join an established international firm with offices around the globe.
Required Qualifications
- Minimum 3-5 years of experience as a Financial Advisor
- Proven track record of servicing and growing a client base
- Must hold a FASEA-approved qualification (e.g. approved bachelor degree or graduate diploma in financial planning)
- Must have passed the ASIC Financial Adviser Exam
- Must have completed the Professional Year
- Must be registered on ASIC's Financial Adviser Register (FAR)
- Exceptional interpersonal and communication skills
- Ability to explain complex concepts in a clear and relatable manner
- Strong analytical skills
- Proactive mindset
- Ability to manage client relationships
- Ability to generate new business opportunities
- Collaborative approach to working within a team
Desired Qualifications
- Experience satisfying the Experienced Provider Pathway
- Experience having passed the ASIC Financial Adviser Exam (under Experienced Provider Pathway)
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