Private Wealth Advisor

About the Company

Our client is an award-winning boutique financial advisory firm providing market leading Outsourced CFO Services, Private Wealth Management and Corporate Advisory.

They are seeking a Private Wealth Advisor to provide tailored wealth advice to a select group of high-net-worth families and private business owners. This role involves stewarding multi-generational wealth through a steady, capital-preservation first approach, while working in close coordination across their integrated service lines, including CFO Services, Family Office, and Corporate Advisory, to deliver holistic and enduring financial outcomes for clients.

Key Responsibilities

• Act as the primary '708 Only' advisor for approximately 10 high-net-worth client groups, delivering tailored service levels;
• Collaborate closely with the other integrated business units to manage liquidity, optimise cash flow, and enhance financial reporting;
• Drive a structured cadence of portfolio reviews alongside Partners
• Design well-diversified investment portfolios spanning public markets, term deposits, high-grade credit, and select alternative assets -  prioritising simplicity and liquidity;
• Lead the selection, due diligence, and continuous oversight of investment managers and ETFs;
• Integrate robust risk management practices across all portfolio strategies;
• Coordinate with the Tax team to implement tax-efficient portfolio management approaches;
• Align clients' wealth strategies with their business interests, exit plans, and intergenerational transfer plans in collaboration with the Corporate Advisory and CFO Team.

Key Requirements

• Meets all required professional licensing and academic standards
• 1+ years' experience advising / associate advising HNW families / private business owners in a private wealth business;
• Proven ability to manage strong client relationships;
• Comfortable working with subject matter experts across the firm or external partners.

If you are interested in learning more about this position, please contact Riley Thompson at Kaizen Recruitment on 0423 356 100.

Reference number : 1665297

Profession : Wealth Management

Company : Kaizen Recruitment

Date posted : 22nd Oct, 2025