Senior Investment Adviser

Australia
$12,000-14,000 per month
Permanent
Full-time

3 days ago

Take on a senior financial adviser role with a book of HNW clients and the scope to grow it further. Work closely with an experienced leadership team, deliver tailored investment advice, and provide a genuine hands-on service across wealth management and portfolio construction.Key responsibilities

Manage a portfolio of HNW & wholesale clients
Deliver tailored investment and portfolio advice
Analyse balance sheets, IPOs, and fund manager reports
Drive growth of client base through referrals and leads
Contribute to research and investment decisions within the team

Skills & Experience

Degree qualified with relevant advice accreditation
Strong background in wealth management or stockbroking
Experienced in investment markets and direct equities
Capable of advanced portfolio construction and analysis
Proven client relationship and advisory skills

Benefits

Opportunity for equity and business ownership
Optional 9-day fortnight
Flexible start/finish times
Professional, collaborative team culture

About the company & culture
This self-licensed wealth management firm has been established for over 35 years. They specialise in investment advice with a strong focus on direct investments, supported by their own in-house research.
With a tight-knit team of 12, they operate in an open-plan office where collaboration, respect, and professionalism are at the heart of their culture.People enjoy working here because the team shares ideas, supports one another, and values a genuine work ethic. Staff are well looked after and encouraged to contribute to the firm’s long-term success.How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Bentley Recruitment

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