About the role \n
Join a high-performing private wealth team supporting HNW clients and a senior adviser. Take ownership of client service, advice implementation and account administration, with scope to develop into paraplanning or team leadership.
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Skills & Experience \n
Benefits \n
About the Company/Culture \n
A boutique, high-performing private wealth business with a HNW client base. The team operates within a major Australian financial services group and continues to grow.
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People enjoy working here because the team is close-knit, collaborative and genuinely invested in each other's success. Resilience, accountability and cultural fit are highly valued, with opportunities to make a meaningful contribution as the business grows.
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Client Services Officer • Sydney, NSW, AU
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