Private Client Financial Advisor (Perth)

What role will you play? As an Adviser, you will work closely with a team of experienced Senior Private Bankers to deliver tailored advice and exceptional service to high‑net‑worth clients. You will be responsible for assisting in the preparation of high‑quality advice documents, crafting review and forward‑looking advice materials with meticulous attention to detail and a professional presentation. You will also play a key role in client engagement by participating as the "second chair" in client meetings, ensuring a polished and personable experience while managing timely follow‑ups. Over time, you will build trust with both the team and clients, becoming a valued and active member of the advising team. You will be responsible for supporting the delivery of Macquarie’s solutions to meet clients’ needs now and into the future, while also collaborating with trusted advisers such as accountants, lawyers, and other professionals in our clients’ networks. This is a unique opportunity to develop your skills, build meaningful client relationships, and contribute to providing bespoke investment and strategic advice. What you offer
- 2‑3 years experience in providing advice
- A strong drive for achievement and a passion for delivering exceptional client outcomes.
- Tertiary qualifications (with strong academic results) in a commerce, banking, finance, or a related discipline.
- Meet FASEA requirements and eligibility for immediately inclusion on the Financial Adviser Register.
- Track record of creating appropriate and compliant financial advice.
- Thorough attention to detail and ability to take responsibility for delivery of outcomes.
- Polished presentation, both personal and in deliverables.
- Ability to build strong trusted relationships.
- A desire to leverage and build your networks to attract new clients and become a trusted Private Banker. What we offer At Macquarie, you are empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a range of advantages which, depending on employment type, include:
- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non‑primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work‑from‑home equipment About Banking and Financial Services Banking and Financial Services is our technology‑driven retail bank. You will be part of a team that supports clients to achieve their full potential – whether that’s buying a home, growing a business or investing to manage wealth. Our commitment to diversity, equity and inclusion We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio‑economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team. Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process. Apply on Kit Job: kitjobau.com/job/3rqawi