Private Wealth Advisor

Senior Recruitment Consultant - Distribution & Wealth Management

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

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Financial Services and Investment Advice

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