Consultant - Private Wealth Support
About The Position
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. You'll 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 Netwealth's reputation for outstanding service.
Requirements
- 2+ years' experience in wealth management, financial advice support, or high-end financial services customer service
- 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
Nice To Haves
- 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
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 Netwealth's 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
No Education Listed
Number of Employees
501-1,000 employees
