Focus Partners Australia
Financial Services
PrivateWealthAdviser
“Private Wealth Adviser at Focus Partners Australia. Skills: Client relationship management, Financial advice, Investment management, Wealth management. Manage and grow portfolio. Provide holistic financial advice”
What You'll Achieve.
Achieve financial goals; Deliver exceptional client experience
Industry & Context.
What They're Looking For.
Must Have
1-2+ years’ experience, Financial Adviser experience, HNW client portfolios, Legislative and regulatory requirements, Advanced investment products, Advanced taxation, Advanced retirement planning, Advanced estate planning, Advanced risk management, Advanced insurance
Nice to Have
Long term opportunity
What You'll Do.
Manage and grow portfolio
Provide holistic financial advice
Understand client needs
Understand client objectives
Understand risk comfort
Provide financial advice
Conduct meetings/reviews
Develop investment strategy
Adjust investment strategy
Provide quality advice
Provide trusted advice
Assist with decisions
Structure investments
Investigate alternative strategies
Strengthen client relationships
Provide technical direction
Drive business development
How You'll Work.
Team & Collaboration
Team of support staff; Paraplanners; Implementation staff
Communication Scope
Written communication; Verbal communication
Applying for this Private Wealth Adviser role?
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