Job Overview & Organization Mission

Provide holistic investment management, family office structuring, and intergenerational estate advisory to high-net-worth clients.

Perpetual Private is looking for an experienced Senior Wealth Advisor to join our prestigious Pitt Street office in Sydney. You will manage enduring relationships with high-net-worth individuals, philanthropic endowments, and multi-generational family offices, delivering tailored discretionary portfolio solutions and estate strategies.

As a key member of the team at Perpetual Limited in Sydney, NSW, you will play a central role in driving excellence, upholding top-tier Australian industry standards, and contributing directly to the strategic milestones of one of the nation’s premier employers.

Key Duties & Core Responsibilities

In this critical role, your operational duties and key performance responsibilities will encompass:

• Construct bespoke: Construct bespoke wealth strategies including SMSFs, testamentary trusts, and charitable endowments.
• Provide fiduciary: Provide fiduciary investment advice across direct equities, fixed income, private debt, and real estate.
• Conduct annual: Conduct annual strategic portfolio reviews and comprehensive tax-effective wealth distribution modeling.
• Grow a: Grow a high-net-worth client portfolio through referrals from top-tier legal and accounting networks.
• Ensure rigorous: Ensure rigorous adherence to the Corporations Act, ASIC regulatory guidelines, and FASEA Code of Ethics.

Required Qualifications, Licenses & Experience

To be successful in this position at Perpetual Limited, candidates are expected to satisfy the following essential selection criteria:

• Mandatory Qualification: Bachelor of Commerce / Financial Planning & FASEA / ASIC Approved Qualification & CFP.
• Relevant Experience: Minimum 5+ Years of verified industry experience in Australia or recognized overseas equivalence.
• Degree in Commerce, Finance, or Financial Planning.
• Certified Financial Planner (CFP) designation or Master of Applied Finance.
• Meets all FASEA/ASIC educational requirements and passed the ASIC Financial Adviser Exam.
• Minimum 7 years experience delivering advice to HNW clients ($2M+ investable assets).

Core Competencies & Key Technical Proficiencies

The successful applicant will possess demonstrated capabilities across the following domain skill sets:

Salary, Compensation & Employee Benefits

At Perpetual Limited, we understand that our people drive our achievements. An outstanding remuneration and wellbeing package is provided in line with Australian benchmarks:

• Competitive Remuneration: AU$150,000 – AU$190,000 per year + standard Australian Superannuation (11.5%).
• Salary $150,000 – $190,000 + 11.5% super + lucrative client portfolio incentive bonuses.
• Represent one of Australia’s most respected 135+ year heritage wealth brands.
• Modern Sydney CBD offices with client entertainment and event spaces.
• Leave Entitlements: 4 weeks annual leave (with 17.5% annual leave loading where applicable) plus 10 days paid personal/carer’s leave.
• Flexible Work: Progressive work-life balance options with supportive corporate culture and leadership development pathways.

About the Employer: Perpetual Limited

Perpetual is an ASX-listed financial services group providing asset management, wealth management, and trustee services.

Perpetual Limited is deeply committed to building diverse, equitable, and culturally inclusive work environments. We proudly celebrate diversity and welcome applications from all qualified individuals including First Nations Australians, people with disabilities, and candidates from culturally and linguistically diverse backgrounds.

Application Process & Next Steps

Applications for this position are currently open and being reviewed on a rolling basis. Suitable candidates are encouraged to apply as early as possible before the published closing date.

Please prepare an updated Curriculum Vitae (CV) and a tailored Cover Letter highlighting your relevant experience against the key selection criteria outlined above.

To proceed with your application, click the Apply on Employer Site button to access the official Perpetual Limited careers gateway.