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Investment Strategy Consultant

1 week ago

Sydney, New South Wales, Australia Click and Connect Online Limited Full time

**Job Purpose**

We are looking for a skilled Wealth Manager to join our team, who will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.

**Main Responsibilities:**

  • Developing and managing a portfolio of high-net-worth clients
  • Providing personalized financial strategies and investment advice
  • Analyzing clients' financial situations, risk tolerance, and investment goals
  • Monitoring and reviewing clients' investment portfolios

**Requirements:**

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Minimum of 5 years of experience in wealth management or a related financial advisory role
  • Proven track record of managing and growing a portfolio of high-net-worth clients

**Offered Benefits:**

  • Competitive salary and performance-based incentives
  • Comprehensive health and wellness benefits
  • Opportunities for professional development and career advancement