Private Wealth Support Consultant

About Netwealth

Netwealth is more than a company; it is a catalyst for change inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999 Netwealth has grown rapidly driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach unburdened by bureaucracy allowing us to adapt quickly to meet the needs of our clients.

At Netwealth our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our valuesCurious Optimistic Courageous Collaborative Agile and Genuineare the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The opportunity

Are you passionate about delivering exceptional service to high-net-worth clients

We are seeking a Private Wealth Consultant to be the front-line liaison for our private wealth clients and their financial advisers.

This is a high-touch concierge-style role that spans phone chat and email channels ensuring every interaction is seamless personalised and expertly handled.

Youll manage a wide range of queries from general account support to complex investment questions and translate sophisticated financial concepts into clear actionable guidance.

Your ability to take ownership and resolve issues end-to-end will be key to maintaining Netwealths reputation for outstanding service.

Key Responsibilities

• Handle complex queries across a range of topics (including reporting bespoke investment offerings and individual HIN Administration etc)

• Manage multi-channel enquiries end-to-end ensuring timely resolution

• Collaborate with internal teams to resolve issues without escalation

• Master Netwealths complex product suite

• Meet high expectations from private wealth clients and advisers

• Communicating intricate financial concepts clearly and effectively

• Keeping pace with industry and legislative changes

What Youll Bring

• 2 years experience in wealth management financial advice support or high-end financial services customer service

• Exposure to investment platforms or private banking highly desirable

• Progress toward or completion of RG146 compliance viewed favourably

• Strong grasp of structured products derivatives managed accounts and HIN administration

• Exceptional communication skills both verbal and written

• Proven ability to deliver high-quality service in a fast-paced multi-channel environment

• Strong problem-solving skills and attention to detail

• Understanding of transaction processing and operational workflows in a platform or brokerage context

• High level of professionalism and integrity in client communications and data handling

Life At Netwealth

At Netwealth our people are our greatest strength. We invest in our employees at every stage of life because when youre at your best so are we.

Were committed to your growth offering access to further education diverse training opportunities and strong support for career development. Were proud to be recognised as one of the top 5 companies in Australia for Career Development endorsed by WORK180.

Were big on internal fact 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health wellbeing and personal development including:

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services

• A vibrant culture: Social events trivia nights and corporate sports

• Employee Resource Groups: LGBTQIA DAWN (Developing and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now!

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. Were also proudly certified by Work180 Family Friendly Workplaces and Great Place to Work.

If youre excited about this opportunity but dont meet every requirement we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process please contact us at .

Required Experience:

Contract