About Us

Newport Private Wealth is a boutique, independent financial advisory firm dedicated to providing holistic wealth management solutions to wholesale and high-net-worth clients. Our client-centric philosophy, long-term vision, and commitment to integrity have made us a trusted partner to executives, entrepreneurs, and family offices across Australia.

Newport are specialists in providing asset allocation, investment selection, portfolio construction, modelling, administration & wholesale trustee services to our clients.

We are growing and looking for a talented and motivated Financial Advisor to join our team in Melbourne.

The Opportunity

This is a rare opportunity to join a high-performing, professional, and supportive environment where you will:

Deliver tailored advice to a sophisticated wholesale client base

Collaborate with experienced advisors and in-house specialists

Build enduring client relationships based on trust, value, and performance

Be part of a team that values excellence, transparency, and innovation

Whether you’re an experienced advisor ready to take the next step, or a rising professional with wholesale client experience, we want to hear from you.

Key Responsibilities

· Engage with prospective clients to assess their financial status, goals, and risk tolerance

· Develop and present tailored financial plans and investment strategies aligned with client objectives

· Monitor portfolio performance and adjust strategies in response to market conditions and evolving client needs

· Provide advice on investment strategies, funding sources, and income distribution

· Establish financial objectives and implement strategies to support long-term wealth creation

· Oversee the collection and analysis of financial data, preparation of budgets, investment reporting, and statutory compliance

· Refer clients to appropriate external professionals (e.g. legal, tax) where additional services are required

· Explore and advise on opportunities for clients to establish Special Purpose Vehicles (SPVs) or access trustee services

· Drive business development by building strong relationships, attracting new clients, and expanding services in both individual wealth advisory and corporate trustee solutions

What You’ll Need to Succeed

A bachelor’s degree (or higher) in Finance or a related discipline is essential; RG146 compliance or other relevant certifications will be highly regarded

Minimum 3 years’ experience in financial planning or advisory role

Proven ability to work with wholesale or high-net-worth clients (experience in the Asia market is highly valued)

Strong existing networks, with the ability to build and nurture client relationships

Excellent interpersonal and communication skills, both written and verbal

A proactive, ethical, and client-focused mindset

Mandarin language skills are an advantage

What’s in it for You

Supportive, collaborative team culture

Ongoing mentoring and professional development

Flexibility to balance personal and professional life

Clear career progression and leadership opportunities

Attractive remuneration package with bonus structure

Ready to Join Us?

If you're looking to take your advisory career to the next level with a firm that values excellence, integrity, and long-term relationships, click “Apply” now and submit your resume and cover letter.

Confidential inquiries are welcome.