Associate Advisor

Specialist Wealth Manager
Global reach
Exciting future

About Hamilton Wealth Partners

Hamilton Wealth Partners (HWP) is a specialist, award winning, wealth management firm founded in 2013. We leverage our relationships with global alliance partners to deliver expert investment and strategic advisory services to successful individuals, families and for purpose organisations.

Our Partners draw on up to 40 years’ experience with leading financial institutions in Australia and internationally. We are guided by our Advisory Board and Investment Policy Board, both of which are independently chaired, proving a depth of expertise and an objective voice.

We pride ourselves on thoughtful and attentive service to give our clients confidence and clarity in their financial affairs.

Our firm is owned by our partners, we are not beholden to any financial institution or external interest. We do not accept third party payments and operate under a transparent fee for service relationship. The alignment of interests between us and our clients is paramount in achieving a long term, successful relationship.

About the role

The business is seeking an Associate Advisor.

If you are passionate about the Wealth Management industry and understand the power of outstanding client service, this is an exciting opportunity in a growing organisation that has momentum.

HWP is a premium service that is dedicated to advising clients who own or run highly successful businesses, are well established investors or members of multi-generational family businesses.

Our clients require a highly tailored and specialised level of service.

The role involves:

Supporting the Advisors in day-to-day administration and meetings, enabling them to maximise their productive time with clients.
Preparation of Investment Proposals.
Ascertaining data for review of portfolios.
Preparing Client Reviews and other client related documentation.
Review client files to ensure compliance with legislation and best practice.
Collate information and assist preparing comprehensive client advice.
Interfacing with Clients, providing an exceptional client experience.
Continuously improving, maintaining, and implementing procedures, ensuring compliance, and maximising efficiency.
Participate in team meetings.
Report writing & investment recommendations with a focus on structure and strategy.
Attend client interviews as and when required.
Assist in implementation of plans from data collection forms, plans and instructions to proceed.
Provide professional and ethical behaviour in your actions by ensuring compliance with eternal legislation and internal operating policies.
Responsibilities for health and safety has been assigned to all employees.

To succeed in this role

You will need the following attributes:

Degree qualified in Finance or similar discipline and two to four years practical experience in the workplace.
Passion for investment markets
High attention to detail, ability to multi-task, a sense of accountability, and an eagerness to learn and grow within the business.
Strong data analysis skills and report preparation experience.
Ability to work to deadlines and prioritise workloads.
Excellent communication, both verbal and written.
Ability to work to deadlines and prioritise workloads.
Strong client experience focus
Ability to work independently and as part of a team with a high level of motivation.
An inquisitive and growth mindset

Understand and comply with expected levels of performance and conduct as outlined in relevant legislation, compliance training modules, employment contracts and firm policies and procedures.

What you’ll get in return

Flexible working and personal growth opportunities.
Ability to learn, grow and be supported to gain Post Graduate qualifications and complete the industry Professional Year.
An above-average salary commensurate with skills and experience.
The opportunity to work with a fast-growing and dynamic team of professionals.
A bonus can be awarded based on performance.
Wellbeing taxable allowance in addition to remuneration.
Paid birthday leave.

If you think you have what it takes, we want to hear from you.

To Apply Now please provide your Cover Letter and CV through the HWP careers portal, applications outside of the portal will not be accepted.

This is a great opportunity to start or continue your career in Wealth Management with a dynamic, growing firm. This role is offered on a full-time basis.