Job Description
Job Description
What’s in it for you?
- HNW clients, complex trusts and premium private wealth work
- Own matters end-to-end, direct client contact, real autonomy. Leave Private practice stress behind
- Step into a senior seat with genuine influence and pace
About your new employer:
- Established national private wealth and trustee services organisation
- Integrated offering across estate planning, private wealth advice, estate administration and philanthropy
- Adelaide-based role with support from a broader national team
- Close collaboration with internal stakeholders to deliver premium client outcomes
- Strong links to external referrers across the private client market
About the role:
- Conduct initial and signing appointments and manage matters through t...