Associate Adviser – Macquarie Private Wealth – Manly recruitment
Macquarie Private Wealth (MPW), a division of the Banking and Financial Services Group (BFS), is the private client division of Macquarie's retail clients in Australia and New Zealand. MPW has built a strong reputation as a pioneering leader in the high-net worth market.
An opportunity exists for a highly motivated and driven Associate Adviser to join the team based in Manly on Sydney's Northern Beaches.
This is an opportunity for a motivated individual to work alongside a Senior Wealth Manager to manage and expand an existing high net worth client base. The focus for you will be your ability to improve efficiencies and add value to the client relationship and in return the role offers variety in a fast paced environment, in addition to significant client contact and relationship building.
Reporting directly to the Senior Wealth Manager, the successful applicant will be responsible for:
- Closely providing support and assisting the Senior Wealth Manager with the daily provision and delivery of wealth management and investment advice solutions
- Maintaining knowledge of markets, products and industry trends
- Client relationship management
- Implementing client transactions and solutions
- Observing compliance and regulatory standards
- Provide input and implement retention strategies and activities
Ideally, you will have:
- Tertiary qualifications in addition to DFP/RG146 qualifications (or study underway)
- Previous experience working within client services in the financial advisory business (paraplanning, adviser support)
- An ability to build and maintain exceptional client relationships
- Excellent communication and interpersonal skills
- Strong commercial acumen
- Be passionate about equities and financial markets
This is an outstanding opportunity to join a reputable business in an exciting location. You will have the opportunity to leverage off Macquarie's brand and reputation in the market, and the challenge of proactively seeking opportunities to grow your own profile and career.