Asian – UHNW Advisors

Asian – UHNW Advisors

Recruit 2 Advice – FPA – Financial Planning Australia – Recruitment - Start Up

UNHW & Family Office Asian Client – SIV/PIV Specialists

This opportunity will suit experienced Advisers in the HNW
sector with demonstrated capabilities managing complex sophisticated clients,
including off-shore domiciled.

Multi facet financial services group with capabilities in
corporate advisory & capital markets, asset management and wealth advisory.
Regional offices across Australia and Asia with a highly skilled and
experienced leadership team and executive.

The group has developed specialised solutions for the HNW, SME,
Fintech Investors and cross border Asian SIV clientele with investment and
advisory services.

Leverage your networks with the group capabilities to
service HNW, UHWW and Family Office clientele with bespoke advisory solutions.

Advantageous

  • Mature relationships and experience in the HNW
    sector
  • Established functional professional networks
  • Working knowledge of HNW, Family Office, and SIV
    clients
  • Ability to direct relationships collaboratively
    with a team in debt, accounting, legal & investment

Benefits

  • Access to purpose built advisory platform for
    client segment
  • Access to high level investment clients looking
    for strategic advice
  • Cross border advisory capabilities in
    investment, accounting & tax
  • Access to tailored client investment solutions
  • Collaborate with Executive team on advice &
    solutions for on-boarding client

Your Background

  • Degree qualified with post grad qualifications
    in related disciplines.
  • 3 Years min HNW experience managing $1M+ clients
  • Asian language skills highly desirable
  • Highly advanced technical skills in modelling
    & advice
  • Demonstrated communication & relationship
    capabilities

Associate level candidates not meeting the entire criteria
are encouraged to contact us.

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Job Category: Investment Adviser Senior Financial Planner
Job Type: Salary
Job Location: Melbourne Perth Sydney
Experience: 5 Years plus
Salary Range: $100-120k
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