Equity Trustees
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As a Senior Private Client Adviser, you will deliver bespoke wealth strategies to high-net-worth clients by managing their portfolios, providing strategic solutions, and fostering trusting relationships. You will ensure compliance with industry standards while promoting Private Client services and generating referrals.
The Remuneration Manager will implement and manage remuneration strategies aligned with organizational objectives and compliance policies, provide governance support to committees, manage incentive plans, and enhance stakeholder relationships in a financial service environment.
The General Manager oversees the Accounting and Control team, ensuring compliance with ASX reporting and financial standards. Responsibilities include managing financial operations, leading process transformations, directing corporate tax compliance, and optimizing financial processes while fostering team development and engagement.
The Paraplanner will provide vital support to EQT Financial Advisers by preparing financial planning Statements of Advice and Records of Advice, developing strategies, conducting research, and managing quality assurance within the team. The role also involves assisting the Fiduciary Investment team and preparing Investment Committee submissions.