The posting
Wealth Manager, Sydney #010
Location: Sydney, New South Wales, Australia
Salary: Competitive remuneration package with exceptional uncapped earning potential and performance-based incentives.
Build Your Career with an International Wealth Management Organisation
Our client is an established international wealth management organisation seeking an experienced Wealth Manager to join its expanding team in Sydney, Australia.
This is an exceptional opportunity for an ambitious Financial Adviser who enjoys building long-term client relationships, delivering holistic financial planning and developing a successful advisory practice within a supportive, professional environment.
The successful individual will inherit an established portfolio of clients while also being encouraged to grow their own client base through referrals, professional networking and business development. Supported by experienced compliance, operations and client services teams, advisers are empowered to focus on delivering exceptional client outcomes while continuing to build their business.
This opportunity is particularly suited to experienced advisers with an established client following and transferable assets under management (AUM) who are looking to join an organisation that offers outstanding support, modern infrastructure and genuine long-term career progression.
The Opportunity
As a Wealth Manager, you will provide holistic financial planning to a diverse portfolio of clients while developing new business opportunities and strengthening long-term client relationships.
Working alongside an experienced team of professionals, you will advise clients across a broad range of financial planning disciplines, delivering tailored solutions that help them achieve their financial objectives.
This role offers an excellent balance between servicing an existing client portfolio and building your own practice within a collaborative, high-performing environment.
Key Responsibilities
- Build and maintain long-term relationships with an existing portfolio of clients.
- Deliver holistic financial planning tailored to each client's individual objectives.
- Provide advice across investments, superannuation, retirement planning, insurance, wealth accumulation, estate planning and broader financial strategies.
- Conduct regular client reviews to ensure ongoing suitability of financial plans.
- Develop new business through referrals, networking and professional relationship building.
- Identify opportunities to expand existing client relationships.
- Work collaboratively with internal specialists and support teams to deliver an exceptional client experience.
- Maintain the highest standards of professionalism, ethics and regulatory compliance.
- Contribute to the continued growth and success of the business.
Ideal Candidate
Our client is seeking an ambitious, relationship-focused Wealth Manager who is passionate about delivering outstanding financial advice and building long-term client partnerships.
The successful candidate will demonstrate:
- A proven track record as a Financial Adviser or Wealth Manager.
- Experience managing relationships with affluent and high-net-worth clients.
- The ability to transition an existing, transferable client bank and assets under management (AUM), subject to regulatory and contractual obligations.
- A strong history of developing long-term client relationships built on trust, professionalism and exceptional service.
- Proven business development capabilities with the ability to generate new opportunities through referrals, networking and professional connections.
- Excellent communication, presentation and interpersonal skills.
- A consultative approach to financial planning with a genuine commitment to delivering exceptional client outcomes.
- Strong commercial awareness with the ambition to continue growing both personally and professionally.
- The appropriate Australian financial advice qualifications and regulatory approvals required to provide personal financial advice within Australia.
Candidates with an established professional network, portable recurring revenue and a demonstrable history of growing assets under management will be particularly well suited to this opportunity.
What's on Offer
- Competitive remuneration package with attractive performance incentives.
- Exceptional uncapped earning potential.
- An established portfolio of existing clients.
- The opportunity to transfer and further develop your own client relationships.
- Comprehensive compliance, operational and administrative support.
- Modern technology and adviser support infrastructure.
- Ongoing professional development and career progression.
- Collaborative and supportive team environment.
- Access to an established international wealth management platform.
- Long-term career opportunities within a growing global organisation.
Why Apply?
This is an outstanding opportunity to join a respected international wealth management organisation that places clients at the heart of everything it does.
Our client is committed to investing in its advisers by providing the support, infrastructure and professional environment needed to build a successful and rewarding career. Advisers benefit from the freedom to focus on what matters most—building trusted relationships, delivering exceptional advice and growing a sustainable business.
If you are an experienced Wealth Manager with an entrepreneurial mindset, a strong client following and the ambition to take your career to the next level, we would welcome a confidential conversation.
Please note: This is a confidential appointment. Full details of the organisation, remuneration package and long-term career opportunities will be shared with shortlisted applicants during the recruitment process.
