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...