Employed Wealth Adviser

Role Responsibilities

Your Career, Our Priority

Are you an experienced financial adviser looking to take the next step in your career?
Do you have a passion for providing exceptional service to high-net-worth individuals, families, and institutions?
At Apollo Private Wealth, we’re offering you the opportunity to focus on managing and enhancing a well-established portfolio of clients, allowing you to leverage your expertise in wealth management while enjoying the support of a dynamic team.

At Apollo Private Wealth, we prioritise long-term relationships and exceptional service. If you're ready to focus on delivering personalised financial solutions to clients who already trust you, this could be the perfect next step in your career.

Key Responsibilities

As a Wealth Adviser (Financial Adviser) at Apollo Private Wealth, you will:

• Client Relationship Management: Take ownership of an existing client portfolio, ensuring high levels of service and consistent, personalised holistic advice that aligns with clients' long-term financial goals and objectives.
• Investment and Wealth Management: Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimisation, and wealth protection, with a focus on tailoring solutions to each client’s unique situation.
• Ongoing Client Reviews