Senior Wealth Strategist & Private Client Advisor – Melbourne
0 days left
Senior Wealth Strategist & Private Client Advisor – Melbourne
0 days left
Job role insights
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Date posted
September 24, 2026
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Closing date
October 24, 2026
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Location
Melbourne
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Experience
senior-level
Description
Role Overview & Position Context
BDO Australia is seeking an experienced finance professional to join our Melbourne division as a Senior Wealth Strategist & Private Client Advisor. In this pivotal position, you will drive analytical excellence, sound fiduciary stewardship, and innovative financial governance across the Australian wealth and banking ecosystem. Deliver holistic wealth preservation, family office structuring, and high-net-worth portfolio management services.
Package: $214,000 – $252,000 + 11.5% Super
Employment: Full-Time Permanent
Experience: Senior / Lead Specialist
Key Responsibilities & Scope of Work
- Provide fiduciary strategic financial advice to ultra-high-net-worth families and business founders.
- Design personalized asset allocation strategies across equities, private credit, and commercial property.
- Structure Self-Managed Superannuation Funds (SMSF), testamentary trusts, and philanthropy vehicles.
- Maintain proactive client relationships and conduct comprehensive quarterly performance reviews.
- Ensure strict alignment with FASEA code of ethics and best interests duty regulations.
Technical Competencies & Core Skills
Core Tools, Frameworks & Standards:
Required Qualifications & Background
- Bachelor or Master degree in Finance, Economics, Commerce, Actuarial Studies, Accounting, or a related discipline.
- Relevant professional accreditations highly regarded (CFA, CA/CPA, FIAA, or FINSIA fellowship).
- Demonstrated professional track record within Tier 1 Australian banks, institutional asset managers, or professional advisory firms.
- In-depth understanding of the Australian regulatory environment (APRA, ASIC, AUSTRAC) and relevant corporate standards.
- Full unrestricted working rights in Australia.
Remuneration, Benefits & Culture
- Competitive executive remuneration package ($214,000 – $252,000 base + 11.5% statutory superannuation).
- Substantial annual short-term incentive (STI) performance bonus structures.
- Flexible hybrid work environment supporting balanced work-life arrangements.
- Extensive corporate benefits, staff banking discounts, health insurance subsidies, and paid parental leave.
- Structured executive career development pathways and support for continuous education.
Work Rights & Compliance: Applicants must hold full working rights in Australia (Australian Citizenship, Permanent Residency, or an eligible unrestricted working visa). Relevant background checks, national police clearances, and qualification verification will be conducted prior to appointment.
