Details.
KOSEC is seeking a seasoned Senior Private Wealth Adviser with a substantial existing client book to grow under its brand. The role involves advising ultra-high net worth investors, corporations and family offices, analysing portfolios, identifying buy, hold and sell opportunities, managing risk, educating clients, maintaining relationships, collaborating with Analysts, Dealers and Traders, monitoring market developments, acquiring clients through referrals and industry events, maintaining compliance records and contributing to product and systems development. Candidates should have a strong track record, expertise in equities, company analysis, wealth generation and risk management, excellent communication and client management skills, a solid network and experience advising retail and wholesale or sophisticated clients. The opportunity includes support from research, trading, technology, marketing and private wealth teams, access to Australian offices and hybrid work, a Corporate CAR structure, commission opportunities, conferences and exclusive events, mentoring and coaching, and potential progression to equity and senior positions.