AddressBR Family Office is a specialist advisory business on the hunt for an ‘A-Grade’ Private Client Manager / Associate Advisor. This role is responsible for project managing the implementation of advice in a timely and efficient manner, whilst supporting our advisory team with the preparation of holistic, family wealth strategies.
We are experts in holistic strategic advice, supported by an experienced Investment Committee focused on wholesale, sophisticated investment opportunities for ultra high net worth investors.
This permanent, full-time role is a great opportunity to work with complex, ultra high net worth families and family offices, and develop advisory skills which span beyond traditional wealth advice. We are fortunate to work closely with some of Australia's great families, in the capacity as a trusted, holistic adviser.
We are culture first and performance driven, working alongside the award winning professional services firm BlueRock, with whom we are closely affiliated. Enjoying not only the nature of your role, but also the people and culture, are incredibly important aspects of the environment we aim to cultivate.
Applicants must have a strong passion for the industry and be willing to go over and above to grow themselves, our clients and the business.
About the role
This role provides a solid foundation of knowledge across all working aspects of family wealth management and is the pathway into an Advisory role, with the capacity to specialise in Strategic Advice, Investment Advisory and/or Succession Planning in future. You will report directly to our Advisers/Directors, and will work closely alongside our team of Private Client Managers and wider advisory team.
As a Private Client Manager (Associate Adviser) you will:
- Be the primary point of contact and project manager for all active client tasks and projects within your client group (with support of adviser, investment committee & administration team);
- Attend all client meetings within your client group (new and existing clientele);
- Proactively complete meticulous meeting preparation and follow up;
- Formulate long term client financial models, liquidity forecasting, asset allocation frameworks, and client reporting;
- Prepare (with support of adviser & administration team) client ready strategic advice presentations;
- Liaise directly with clients and other professional advisers to collaboratively oversee all client projects and tasks;
- Manage client administrative tasks such as investment applications, client reporting, account setups and life insurance applications
Requirement
- Bachelors degree;
- Have started/completed or wanting to commence further studies or qualifications and professional year;
- Minimum two years experience (ideally 4 years+) in a wealth advisory firm;
- Be tech savvy, with meticulous attention to detail, an outcome driven work ethic and strong organizational skills
Benefits
- Competitive salary, free weekly lunches, incredible social and networking events and a brand new office located next to the MCG in Jolimont;
- Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion;
- Learning and development including internal and external training programs to build your career skills;
- An inclusive and diverse workplace culture centered on health, well-being, giving back and fun
If you want to become a highly skilled holistic family wealth adviser, and work alongside a team passionate about the future of our industry and our clients, please apply:
Please attach a cover letter detailing why this role aligns to you and your career goals.
