Wealth Management Specialist - Macquarie Private Bank
Macquarie Private Bank specialises in the wealth management and investment advice needs of wealthy private individuals and families. By operating within an effective professional services partnership structure, the business offers clients a high level of problem solving skills and service. The business has strong capabilities in wealth analysis, planning and structuring, including generational wealth transfer and philanthropy.
As diversified investors, we conduct due diligence as well as advise on all asset classes, including cash, bonds, equities, property, hedge funds and private equity. Our core competence is in investment advice, with a focus on protecting and growing client wealth.
Based in Sydney and reporting to a Senior Advisor, you will be viewed as the primary planning resource in the team, both in terms of client wealth and team activity. You will be leading the planning and advisory process across the entire client base from a long term and short term perspective, implementing all recommended strategies and ensuring ????? ????? remain current and relevant for our clients. You will be responsible for keeping the team well updated in terms of market activity and information. Your profile will be built on the value that you add to your team as well as the value that your clients see in the information and advice you provide them.
Ideally, you will have:
- Substantial experience in compiling and implementing disciplined investment strategies, ideally for HNW clients
- Degree qualifications in commerce, law, engineering ????? ????? tertiary qualifications as well as PS146 compliance
- Impeccable communication skills coupled with a high level of integrity and maturity
- An ambition to progress your career, facilitated through a high worth ethic and a desire to meet and exceed client needs and expectations
As wealth management professionals, we are looking to attract applicants with a passion for financial markets, strong analytical capabilities, problem solving and service skills, professional maturity, organisational ability, strong teamwork and interpersonal skills. Commerce, Law, Engineering ????? ????? tertiary qualifications as well as investment experience is a mandatory requirement. You will be well remunerated, with a base salary and strong performance incentive through profit share.
