Private Wealth Support Consultant

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

Looking to step into a role where service meets sophistication?

As our business continues to grow, we are seeking our newest team member!

At Netwealth, we’re redefining the private wealth experience, and we’re looking for a Private Wealth Support Consultant to be at the heart of it.

This is your opportunity to deliver concierge-style support to high-value clients and financial advisers, while building deep expertise in investment products and platform services.

This isn’t your typical support role. You’ll be the front-line expert, managing end-to-end client interactions across phone, chat and email, translating complex investment concepts into clear, human conversations.

You’ll take ownership, solve problems, and create seamless experiences.

If you love fast-paced environments and delivering standout service, you’ll thrive here.

What you'll be doing

• Delivering high-touch support across phone, chat and email

• Managing queries from start to finish

• Simplifying complex investment and platform information for clients and advisers

• Building deep product knowledge across Netwealth’s offering

• Working cross-functionally with Sales, Operations and Product teams

• Providing a polished, professional experience to high-net-worth clientele

What you'll bring to the team

• Experience in a call centre or high-volume customer environment

• Strong capability across phone and messaging channels

• Confidence managing multiple conversations and priorities at once

• Excellent communication skills, clear, concise, and customer-first

• A knack for problem solving and a readiness to take ownership

We set you up for success from day one:

• Structured induction and onboarding

• Client-specific training to build product expertise

• Shadowing with experienced team members

• Ongoing development in partnership with Sales and internal stakeholders

You’ll be joining a highly collaborative Private Wealth Support team, growing to 7 consultants, all reporting into the Head of Private Wealth Support.

It’s a tight-knit, supportive environment with strong alignment across Customer Operations.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!