Location Victoria


This boutique, Australian-owned financial services company a full Private Asset Management service which is personal, transparent and independent. It has built a strong reputation, targeting affluent clients through an advice-based relationship. You will be working alongside a well known and highly regarded individual within the industry, who was previously the number one performer at a leading global investment bank.

This business has evolved from the desire to provide better solutions for clients and to offer better value services where clients’ interests are core. The key products and services offered are: Risk Profile and Asset Allocation, Australian Shares, Fixed Income, Managed Funds, Call Options, Margin Lending, Cash Investments, IPO’s & capital raisings, Self Managed Super Funds (SMSF), Extensive Research, Online access, Portfolio Services. This position offers a unique opportunity to join a highly experienced team in a dynamic and supportive working environment.

You will be trained and mentored by a leading performer whose proven track record is second to none and the envy of many. Your success in this role will be highly rewarded, providing a solid base salary and commission above market rates on business generated. Your aim is to deliver a highly attentive, advice-driven service to your clients.

Your ability to offer completely independent advice and develop credibility and confidence with your clients will be supported by the organisation’s strong research capabilities. This organisation has access to better information flow than its competitors through its links with top 10 investment banks. This same arrangement also offers them extremely strong deal flow, providing clients with access to IPO’s and capital raisings across the market.

At the same time, its investment and operational approach means there is far greater flexibility in its fee structures, enhancing your ability to attract and retain clients. You will have a great deal of autonomy over the direction of the Advisor position and no restrictions on where you are able to market. You will also be supported in building and further developing a client base with some existing and new clients allocated to you.

This business is committed to providing learning and development opportunities that help you reach your potential, as well as high level administrative support. The business can also offer a flexible working arrangement taking into account work life balance. You will ideally be an experienced Client Advisor, with an existing book of clients and be able to demonstrate a proven track record of success.

This opportunity will allow you to move to the next level in your career, with supported training and development. You may also be an Associate Advisor who is currently dealing with clients and are ready to start building your own client book with the support of a leading identity in the Private Wealth Management market. Private Bankers ready to take the next step in t.

Helm Recruitment
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24 Aug 2018


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