Senior Investment Advisor

Profusion Group

Rare opportunity to join a prolific private wealth team in a Big 4 private bank

  • Melbourne CBD
  • Focus on sophisticated wholesale advice
  • Attractive six figure salary plus a strong bonus structure

Company Overview

Highly sophisticated and specialised private bank team within a Big 4 bank. It offers a full range of wealth, investment and lending advice. This is a high calibre team built on success. Providing wealth and investment advice to HNW and UHNW clients and family groups.

Role Overview

This is a senior role, providing wholesale investment advice to HNW and UHNW clients and family groups. Leveraging your strong relationship management skills to work alongside the private bank team to provide a broad range of investment advice to new and existing clients.
  • Providing wholesale investment advice to a wide range of clients
  • Build strong relationships with top end clients
  • Develop key internal stakeholder relationships across the business
  • Be proactive in the areas of marketing and networking
Skills & Experience

  • Extensive experience dealing with HNW & UHNW clients
  • Comprehensive knowledge of the wholesale investment offering
  • Ability to build strong relationships with internal referral partners
  • In-depth understanding of Capital Markets and Wealth Management
  • Relationship management and new business development skills within Private Banking
  • FASEA approved degree or graduate diploma
  • DFP
What’s on Offer

This is a rare opportunity with a highly respected private bank to take on a senior role that has a market-leading base/bonus structure as well as a positive work-life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.

Click on the APPLY button or contact Steve Kelly on 0404 103 899.