Posted 1mo ago

Private Client Financial Advisor

@ Macquarie Group
Gold Coast, Queensland, Australia
OnsiteFull Time
Responsibilities:deliver advice, prepare documents, engage clients
Requirements Summary:Support advisers, prepare high-quality documents, engage high-net-worth clients, build client relationships, and contribute to bespoke investment advice.
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Job Description
As an Adviser, you will work closely with a team of experienced Senior Private Bankers to deliver tailored advice and exceptional service to high-net-worth clients. You will be responsible for assisting in the preparation of high-quality advice documents, crafting review and forward-looking advice materials with meticulous attention to detail and a professional presentation. You will also play a key role in client engagement by participating as the 'second chair' in client meetings, ensuring a polished and personable experience while managing timely follow-ups. Over time, you will build trust with both the team and clients, becoming a valued and active member of the advising team.

You will be responsible for supporting the delivery of Macquarie’s solutions to meet clients’ needs now and into the future, while also collaborating with trusted advisers such as accountants, lawyers, and other professionals in our clients’ networks. This is a unique opportunity to develop your skills, build meaningful client relationships, and contribute to providing bespoke investment and strategic advice.