Private Wealth Adviser - Wholesale/Sophisticated

Summary about this job

Detail information about job Private Wealth Adviser - Wholesale/Sophisticated. Terms and conditions vacancy

Clime

Clime Asset Management is one of Australia's most respected boutique funds management businesses. Parent Entity Clime Investment Management Limited is listed on the ASX. (Ticker:CIW). Clime 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 client centric adviser in Sydney, who is experienced in managing High Net Worth Individuals in a personal, professional and commercial manner and take great pride in forming and maintaining long-term relationships with clients and their families.

To be set up for success

• You need to be an experienced Financial Adviser with relevant qualifications including with a background in SMSF and Direct equity advice

• You will have demonstrated capability to provide highly technical advice and provided solutions for complex needs

• You will be confident in conversing with sophisticated investors and engaging with their accountants

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 the 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]