Wealth Management Specialist

6 days ago

Perth, Western Australia beBeeInvestment Full time $80,000 - $100,000

As a seasoned investment professional, you will be responsible for delivering bespoke wealth management solutions to high-net-worth individuals and their families. Your expertise will be sought after by clients seeking tailored advice and strategic guidance to achieve their financial goals.

Key Responsibilities
  • Diligently acquire and retain high-net-worth clients through networking and collaboration with internal teams and external professionals.
  • Develop and prepare comprehensive advice and review documents, adhering to the highest standards of professionalism and regulatory compliance.
  • Mentor junior colleagues, sharing your knowledge and expertise to foster their growth and development.
  • Contribute to innovative initiatives that drive business growth and reinforce our position as a leading investment-focused private bank.
Requirements
  • Completion of relevant industry certifications and registration on the ASIC Financial Advice Register in Australia.
  • A proven track record of delivering compliant and tailored financial advice.
  • Strong leadership skills and a collaborative mindset, with a passion for mentoring others.
  • Exceptional communication and presentation skills, both in personal interactions and deliverables.
  • The ability to build trusted, long-term relationships with clients.
Benefits

This role offers a unique opportunity to work with a talented team of professionals, driving business growth and making a meaningful impact on our clients' lives. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply.

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