Private Wealth Managers, Senior Financial Planners and IFA’s recruitment
CONTRIBUTE TO OUR MISSION OF PROFESSIONALISM, INTEGRITY AND KNOWLEDGE
Harris Fraser is an Asia-Pacific private wealth management firm, focused on helping clientsconfidently pursue their short-term, medium-term and long-term investment goals. An ethosof entrepreneurial principles and professional independence drives our collaborative culture, dedicated to accessing the right strategy and the right investments for our clients. We are engaged by the client.
DEVELOPING AND RETAINING TOP TALENT
Our Private Wealth Managers are our greatest asset. We seek seasoned professionals who are aspiring experts in their field and look naturally to contribute to their clients and immediate environment.
For Harris Fraser to be profitable, our Managers must be resourceful and our clients content.
Overview
Harris Fraser has 21 years of experience meeting the needs of wealthy clients. Private Wealth Management operates in Australia, Hong Kong, Singapore and China. In addition to exceptional Private Wealth Management advice and service, clients enjoy access to all the global resources and investment products of our investment bank and hedge fund partners.
Harris Fraser has its own custody and research capabilities and is partnered as an external asset manager with several private banks to utilize their custody, brokerage and research capabilities to combine a truly non-conflicted service for UHNW and Family Office clients. Deal making is often facilitated by inter-family office transactions.
Key Responsibilities:
- Marketing of PWM advisory services to UHNW and Family Office clients across all listed and unlisted asset classes;
- Create liability driven and high certainty of outcome portfolios to client needs;
- Onboard current client AUM to one of our several in-house or private bank platforms to increase profitability for the client and manager;
- Idea generation to create deal flow between family office clients, matching strategic family interests to advisory capabilities and transactions to maximiseclient profit opportunities;
- Maintain markets and legal knowledge and an ability to identify the impact of change;
- Carry out regular reviews of client portfolio's and risk metrics.
You will have:
- A polished and intricate understanding of financial markets across asset classes;
- Good awareness of tax rules for non-domiciled clients;
- A thorough understanding of private bank products;
- One or more of the following qualifications: DFP, DipFinServ, IMC, CFA, CFP, CPA, CA or CIMA;
- Proactive approach to work and problem solving to run your business;
- Immediate profitability and the ability to run your own business in a flat management structure;
- AUM on the major wrap and/or private bank platforms: a must.
You will be:
- A strong team player who enjoys working in a target driven and client servicing environment;
- An excellent communicator;
- Client focused;
- Proactive, professional, compliant, act with integrity and illustrate client and markets knowledge;
- Fully compliant and hold relevant industry qualifications;
- A Senior/Executive Financial Planner at the big four Australian banks, or
- A Director at the big six (investment) private banks; or
- An adviser with a current major practice (with own book) looking for better profitability and service;
- (Preference will be given to private practice advisers who have been in business for 2 years or more.)
You will receive the ability to:
- Fund further revenue (book) acquisition via our balance sheet;
- Create a flexible, global, working environment;
- Service your clients in an independent way like never before;
- Create profitability from several private bank platforms and institutional trading desks;
- Create profitability from non-bank inter-office deal flow such as property, private equity, infrastructure and hedge fund co-investment or seeding;
- Align your wealth with the wealth of your clients.
If this role is of interest to you please click on the "Apply now" button or for a confidential discussion of your future career and business, leading to financial freedom and work-life balance – please contact us with the relevant details at wealth@harris-fraserpwm.com