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老虎国际 Private Client Adviser

社招全职金融地点:悉尼状态:招聘

任职要求


- Minimum 2 years’ experience in wealth management, stockbroking, private banking, or financial services.
- Proven ability to build, manage, and sustain relationships with high-net-worth or sophisticated clients.
- Comprehensive understanding of key asset classes and how they can be used strategically across different investment scenarios to serve client objectives.
- Strong grasp of asset allocation, portfolio construction, and global market dynamics.
- Demonstrated record of attracting and managing external client traffic through credible and professional engagement.
- RG146 accreditation (General Advice) or equivalent required.
- A degree in Finance, Economics, Commerce, or related discipline preferred.
- Exceptional communication and interpersonal skills, with the ability to build trust quickly with discern…
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工作职责


Job Description:
Join a globally recognised stock brokering platform with a growing presence in Australia, offering world-class market access and innovative investment solutions.
We are seeking an experienced and relationship-driven Private Client Adviser to manage and expand relationships with high-net-worth and sophisticated investors. This role is ideal for professionals who possess deep market knowledge, an understanding of diverse asset classes, and the ability to deliver insightful, general investment discussions in the best interests of the client.

As a Private Client Adviser, you will act as a trusted partner, supporting clients in navigating global markets, developing balanced investment portfolios, and accessing advanced trading opportunities through our platform.
The position offers a competitive base salary and performance-based incentives, alongside professional development and flexibility, within a high-performing and reputable financial institution.

Key Responsibilities

1. Develop and maintain long-term relationships with high-net-worth and sophisticated clients, ensuring exceptional service and engagement.

2. Provide general investment insights across multiple asset classes — including equities, fixed income, ETFs, alternatives, and cash instruments — and guide clients on how these can be applied in varied market and personal scenarios, always in their best interests.

3. Assist clients in understanding asset allocation, portfolio diversification, and risk management principles.

4. Facilitate client onboarding and ensure smooth integration with the platform’s investment ecosystem.

5. Leverage your professional network to identify potential clients through trust-based introductions and referrals.

6. Maintain proactive contact with clients to understand evolving financial goals and align solutions accordingly.

7. Keep abreast of market trends, product developments, and regulatory changes to provide timely and relevant insights.

8. Collaborate with internal teams to ensure high-quality, compliant, and seamless client service delivery.

9. Meet and exceed business and relationship objectives through a commitment to professionalism, integrity, and client trust.
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