Private Wealth Associate
Seeking a highly motivated associate who will take pride in supporting their Private Wealth adviser to deliver exceptional service to HNW investors.
Summary about this job
Financial Planning
Company: Private Advertiser
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-8-4144-9728
Fax: +61-7-4836-6311
E-mail: n\a
Site: n\a
Detail information about job Private Wealth Associate. Terms and conditions vacancy
Boutique Fund Manager
National footprint
Wholesale clients
Clime
Clime Asset Management Limited is one of Australia's most respected boutique funds management businesses. Parent Entity Clime Investment Management Limited is listed on the ASX. It has offices based in each capital city. As a result of both client and prospective client demand, Clime Private Wealth has been formed to help satisfy more of their needs.
The role
Clime Private Wealth is seeking an exceptional Private Wealth Associate who can help manage High Net Worth Individuals in a personal, professional and commercial manner and take great pride in working closely with a Private Wealth Adviser to form and maintain long-term relationships with clients and their families.
To be set up for success
- You need to be an associate with relevant experience and background in preparing statements of advice, implementing advice, have a good eye for compliance and want to help identify, manage and follow up company lead generation initiatives
- You will have demonstrated capability in providing support for diverse client portfolio’s, highly technical advice and have helped to provide solutions for complex needs
- You will be confident in conversing with sophisticated investors and engaging with their accountants or other advisers
- Ideally you will have the desire or experience in dealing with listed and unlisted investments and enjoy being part of investor briefings and educational events
Benefits of joining Clime
Clime is embarking on a growth phase to evolve its services to both existing and prospective clients. You will be working with an experienced investment team who are passionate about empowering through knowledge and education so that investors feel confident and in control of their financial journey. Remuneration will be commensurate with one’s relevant background, experience and achievements.
Next Steps
If you are interested in a confidential discussion to learn more about this role, or would like to apply for the role, please click ‘apply now’ or forward your up to date CV to Maria Greensill - Head of Clime Private Wealth [email protected]