NEW!

Financial Planning Equity Partnership – Multi-Family Office, Sydney CBD
Sydney, New South Wales

• Ref: 135048
• Salary: $250000 plus bonuses

Are you a highly experiences financial planner seeking a prestigious opportunity to work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) client groups? Our client, a multi-family office based in the heart of Sydney's CBD, is looking for an experienced financial adviser to join their team.

About the Role

This is a unique opportunity to join a well-established division generating $2M in revenue by providing tailored investment advice to 30 HNW and UHNW client groups, that are classified as sophisticated investors. The role offers a base salary of $250K, supplemented by performance-based bonuses, and includes a pathway to equity participation after a qualifying period of approximately 6 months for the right candidate.

Key Responsibilities

• Deliver strategic investment and financial advice to an exclusive client base, focusing on the unique needs of sophisticated investors.
• Manage client portfolios using the Praemium platform to ensure efficient and high-quality service.
• Collaborate with a dedicated team within a multi-family office structure to provide bespoke financial solutions.

Desired Experience & Skills

• Experience advising HNW and possibly UHNW individuals. .
• Proven track record in managing and growing client portfolios.
• Existing client base with $200K in annual fees is welcomed, but not essential.

What’s on Offer?

• Competitive remuneration package of $250K base plus attractive bonuses.
• A pathway to equity in the business after a qualifying period.
• A highly professional and supportive environment focused on delivering exceptional client outcomes.

Next Steps:

If you’re ready to take your career to the next level with an equity stake in a prestigious firm, we invite you to contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452 or register your on this page and I'll call you. Alternatively, please click on this link to book a call with me.  Please note your enquiry will be treated in the utmost confidence.