Private Wealth Advisor - Brisbane Australia

Company: Confidential
Your Application: You have not applied yet
Location: Brisbane Australia, Australia
JOB DESCRIPTION

Private Wealth Advisor
Confidential
Partner with our customers to help them achieve their dream wealth goalsbr>Work within a team that values collaboration novation
Unlimited growth potential!

About The Role

Role location:
Brisbane CBD equire some travel

Role Type:
Permanent, Full-time

Confidential Private caters to Confidential's highest net worth individuals mily groups, assisting them to manage, grow eserve their assetse provide our clients with a personalised relationship listic solutions tailored to their values, aspirations, needs ncerns eir financial situationp>

As a Private Wealth Advisor, you will be accountable for delivery of strategic financial advice with an emphasis on Risk Advice ilding relationships with clients ivate Bankers naging referrals effectivelyour role is key in promoting the Confidential Private Bank advice proposition to our high net worth banking client base by extracting deep knowledge on client needs oviding them with market leading advice across the broad spectrum of Confidential-s wealth rategic solutionshis role will cover Brisbane as well as some strategic client centers like Gold Coast nshine Coast which require some travel

About You

To be successful in this role, you will ideally bring the following -

Superior client engagement, strategic advice & insurance experience
Completion of Diploma in Financial Planning
RG compliant for providing personal advice
Relevant Degree or Graduate Diploma
Eligible to hold a Practicing Certificate under Confidential-s Australian Financial Services Licence
On track to meeting FASEA Education Sts by Confidential-s year ahead of Industry date of 1st Jan , including passed FASEA exam effective 31 + CPD Points

Professional Designation - CFP minFP1 completed, FChFP min & 2 completed, CA/CPA/CFA fully completed not essential but highly regarded
SMSF qualification
Comprehensive strategic chnical knowledge & extensive investments experience
Demonstrated experience providing financial advice, especially dealing with high net worth clients
Exceptional relationship Confidential experience
Exceptional underst ility to enact complex financial structures tities
Genuine passion for providing world class financial advice rvice to clients

About Confidential

At Confidential, everything we do boils down to -why- - our purpose - to shape a world where people mmunities thrivee're just as focused on seeing our people thrive as well as our customerse'll give you every opportunity to develop your careerp>

We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste ducing bureaucracyp>

A happy workplace is a thriving oneo in order to attract ep the best talent, y thanks for the hard work, we make sure all our employees are rewardedp>

Confidential recognises the value of an inclusive verse work environmente take pride in the diversity of our people courage applications from diverse ctesur recruitment decisions are based on the key inherent needs quirements of each role, ndidates are selected based on their unique strengths aracteristicsp>

We work flexibly at Confidentialalk to us t us knowsho w this role can be flexible for youp>

To working at Confidential or to view other opportunities visit ou apply for this role by visiting Confidential Careers arch for reference number AUS128601p>

#GD4/p>

Important Note:
If you reach the interview stage, are you able to provide certified documents to the Confidential Recruitment team, to demonstrate that you meet the minimum Confidential Education Sts as detailed in the Confidential Education Sts for Private Banking & Advice Quick Reference Guide QRG-

You can respond to this question through the role-s pre-screening questions after reading derst the reference guide carefullyp> Confidential
Partner with our customers to help them achieve their dream wealth goalsbr>Work within a team that values collaboration novation
Unlimited growth potential!

About The Role

Role location:
Brisbane CBD equire some travel

Role Type:
Permanent, Full-time

Confidential Private caters to Confidential's highest net worth individuals mily groups, assisting them to manage, grow eserve their assetse provide our clients with

a personalised relationship listic solutions tailored to their values, aspirations, needs ncerns eir financial situationp>

As a Private Wealth Advisor, you will be accountable for delivery of strategic financial advice with an emphasis on Risk Advice ilding relationships with clients ivate Bankers naging referrals effectivelyour role is key in promoting the Confidential Private Bank advice proposition to our high net worth banking client base by extracting deep knowledge on client needs oviding them with market leading advice across the broad spectrum of Confidential-s wealth rategic solutionshis role will cover Brisbane as well as some strategic client centers like Gold Coast nshine Coast which require some travel

About You

To be successful in this role, you will ideally bring the following -

Superior client engagement, strategic advice & insurance experience
Completion of Diploma in Financial Planning
RG compliant for providing personal advice
Relevant Degree or Graduate Diploma
Eligible to hold a Practicing Certificate under Confidential-s Australian Financial Services Licence
On track to meeting FASEA Education Sts by Confidential-s year ahead of Industry date of 1st Jan , including passed FASEA exam effective 31 + CPD Points

Professional Designation - CFP minFP1 completed, FChFP min & 2 completed, CA/CPA/CFA fully completed not essential but highly regarded
SMSF qualification
Comprehensive strategic chnical knowledge & extensive investments experience
Demonstrated experience providing financial advice, especially dealing with high net worth clients
Exceptional relationship Confidential experience
Exceptional underst ility to enact complex financial structures tities
Genuine passion for providing world class financial advice rvice to clients

About Confidential

At Confidential, everything we do boils down to -why- - our purpose - to shape a world where people mmunities thrivee're just as focused on seeing our people thrive as well as our customerse'll give you every opportunity to develop your careerp>

We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste ducing bureaucracyp>

A happy workplace is a thriving oneo in order to attract ep the best talent, y thanks for the hard work, we make sure all our employees are rewardedp>

Confidential recognises the value of an inclusive verse work environmente take pride in the diversity of our people courage applications from diverse ctesur recruitment decisions are based on the key inherent needs quirements of each role, ndidates are selected based on their unique strengths aracteristicsp>

We work flexibly at Confidentialalk to us t us knowsho w this role can be flexible for youp>

To working at Confidential or to view other opportunities visit ou apply for this role by visiting Confidential Careers arch for reference number AUS128601p>

#GD4/p>

Important Note:
If you reach the interview stage, are you able to provide certified documents to the Confidential Recruitment team, to demonstrate that you meet the minimum Confidential Education Sts as detailed in the Confidential Education Sts for Private Banking & Advice Quick Reference Guide QRG-

You can respond to this question through the role-s pre-screening questions after reading derst the reference guide carefullyp> -
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Confidential

12:


Location

Brisbane, Australia

Arrangements



Industries

Banking & Finance






JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: Negotiable


JOB REQUIREMENTS
Minimal experience: No experience



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