High-Net-Worth Client Advisor

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time

Job Title: Investment Professional

Description:

We are seeking a skilled investment professional to join our team as an Investment Advisor. This is a commission-only position with the potential to earn a lucrative income through our competitive commission structure.

Key Responsibilities:

  • Client Acquisition: Identify and acquire high-net-worth clients across multiple regions.

  • Collaborative Engagement: Work closely with experienced hedge fund managers to develop strategies and proposals for prospective clients.

  • Relationship Building: Partner with regional managers to expand our international footprint.

  • Client Management: Maintain and update Know Your Customer (KYC) documentation for each account originated.

  • Market Awareness: Stay informed about global economic trends, market shifts, and compliance standards.

Required Skills and Qualifications:

To be successful in this role, you will need:

  • A minimum of 5 years' experience in sales, preferably within financial services.

  • An established network of high-net-worth clientele.

  • A Bachelor's or Master's degree in Finance, Business, or a related field; advanced degrees or certifications are a plus.

  • Strong relationship development, risk awareness, and a consultative selling approach.

  • A proactive, adaptable mindset and ability to manage evolving client needs in a dynamic global market.

Benefits:

You will have access to:

  • Daily market briefs and advanced training sessions provided by experienced fund managers.

  • Ongoing learning opportunities and potential stock options for top performers.

  • A flexible, collaborative work environment that values diversity and innovative thinking.

Why Choose Us?

We offer a unique opportunity to:

  • Work with a recognized leader in the hedge fund industry.

  • Join a team of experienced professionals dedicated to delivering exceptional financial solutions.

  • Develop your skills and advance your career in a rapidly growing field.

How to Apply:

Please submit your application through LinkedIn or apply directly with your CV.

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