Client Wealth Strategist

2 days ago

Hobart, Tasmania, Australia beBeeCustomerService Full time $90,000 - $110,000
Job Title: Client Wealth Strategist

We are seeking a Client Wealth Strategist to join our team in Hobart. In this role, you will be responsible for providing exceptional customer service and helping clients achieve their financial goals.

Key Responsibilities:

- Welcoming clients and creating a positive first impression
- Helping with transactional and savings banking needs
- Building strong relationships with clients
- Providing relevant wealth advice
- Referring clients to specialists when required
- Educating clients on new technologies

What's in it for you?

In a word, lots Over time, you will be well trained to provide general wealth information and steadily turn into a wealth specialist. We offer financial benefits, paid well, and supported throughout your career so you can grow as you do. You'll also be encouraged to take part in our fun community projects as a paid volunteer.

We aim to provide one big, supportive team to help us reach our vision to become one of the world's great service companies. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

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