Private Wealth Manager - Melbourne

  • Melbourne, Victoria, Australia
  • Full-Time
  • Hybrid

Job Description:

Confidential Opportunity | Private Wealth Manager | Melbourne

We are currently representing a highly respected international wealth management firm seeking an accomplished Private Wealth Manager to join its growing Melbourne office.

This is a unique opportunity to become part of a well-established global business with an outstanding reputation for delivering sophisticated wealth management and financial planning solutions to high-net-worth individuals and families.

Our client is looking for ambitious advisers who are passionate about building long-term client relationships and are seeking the support, infrastructure and professional environment to take their careers to the next level.

What our client is looking for:

  • A minimum Level 4 qualification in Financial Planning, Wealth Management or an equivalent recognised professional qualification
  •  3–5 years' experience as a Private Wealth Manager, Financial Adviser or Financial Planner within the Australian financial services industry
  • A transferable client bank with a minimum of £5 million AUM (or Australian dollar equivalent)
  • A proven track record of acquiring, developing and retaining high-value client relationships
  • Strong business development and relationship management capabilities
  • Experience advising high-net-worth and affluent clients across holistic financial planning and wealth management

What's on offer?

  • Competitive salary with an attractive bonus and incentive structure
  • Opportunity to join an established international wealth management business
  • High-quality operational, compliance and paraplanning support
  • Access to sophisticated investment solutions and financial planning resources
  • Modern Melbourne office with a collaborative, high-performing culture
  • Ongoing professional development and support for further qualifications
  • Genuine long-term career progression within an expanding international organisation

If you're an experienced Wealth Manager looking to join a firm that values professionalism, client relationships and long-term success, we'd be delighted to speak with you.

 Apply via LinkedIn or contact me directly for a confidential discussion.

All enquiries and applications will be treated in the strictest confidence.