Description

We are seeking Experienced Client Services Managers as well as the next generation of Client Services Officers to work closely with the founding Partner and his team at VISIS Private Wealth. These roles sit within an experienced financial advice team where you will put your skills to excellent use, supporting High‑Net‑Wealth clients with complex and sophisticated needs.If you are looking to advance your career within a reputable firm and high‑performing team, one of these opportunities could be right for you. These roles are designed to set you up for the future, offering ongoing professional development and the opportunity to build a meaningful and rewarding career within a dynamic, well‑organised firm with a strong and supportive culture.VISIS Private Wealth has a proud 25‑year history of providing tailored, holistic financial advice to high‑net‑worth clients. The business is highly regarded for the quality of its advice, depth of experience, and long‑standing commitment to client outcomes.Multiple positions are available, with roles and career progression aligned to experience and capability. Individuals who are recognised for their demonstrated capability and performance will be supported with opportunities to accelerate their career at VISIS, contributing to a business that provides exposure to complex advice strategies, experienced advisers, and learning opportunities rarely available.For those aspiring to become Financial Advisers, we offer a clear and proven pathway to advice, including structured development, mentoring and exposure to all aspects of the profession.For others, there is the opportunity to build a long‑term career as a Client Services Manager or Client Services Officer, becoming a trusted client relationship specialist.You will form a key part of the advice team, working alongside dedicated, motivated and ambitious professionals in a high‑performance environment, supported by strong systems, collaboration and shared success.Depending on your experience, responsibilities may include:Advice implementationClient reviewsPortfolio management supportOngoing client relationship managementYou will participate in client meetings and play an important role in ensuring our high service standards are consistently upheld.We expect successful candidates to have experience commensurate with the role they are applying for, with responsibilities aligned to individual capability, performance and background. All roles involve direct client contact and require strong organisational and communication skills. Attention to detail, sound interpersonal skills, and the ability to work autonomously are essential. Experience with XPLAN is highly regarded.Please forward your cover letter and résumé to ••••@visis.com.au