High-Achieving Wealth Manager

23 hours ago

Melbourne, Victoria, Australia beBeeAmbition Full time $220,000 - $250,000
Role Overview

Our organisation is seeking a high-achieving professional to join its Wealth Management team.

The successful candidate will be responsible for presenting investment offerings to potential clients and conducting market research to ensure every client interaction adds value.

About the Role
  • Conduct thorough market research into country demographics, and clients' needs to inform business development strategies.
  • Responsible for cultivating new business opportunities and managing existing relationships across a defined territory.
Key Responsibilities
  • Develop and maintain in-depth knowledge of market trends, client needs, and competitor activity.
  • Identify and capitalise on opportunities to expand our client base and grow revenue.
  • Build and maintain strong relationships with existing clients, providing tailored solutions to meet their evolving needs.
Requirements
  • A proven track record in wealth management or financial advisory, with a strong focus on results-driven performance.
  • Excellent communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
  • Strong analytical and problem-solving abilities, with a keen eye for detail and a proactive approach to resolving complex issues.
What We Offer
  • A comprehensive learning and development platform for career advancement and qualifications.
  • Induction training to leverage existing experience and expertise.
  • Mentorship from experienced wealth managers.
  • Daily training sessions on sales, client relationship skills, and wealth management best practices.
  • Competitive rewards, incentives, and bonus structures.

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