Financial Solutions Specialist

7 days ago


Perth, Western Australia beBeeWealth Full time $150,000 - $200,000

We are seeking a skilled professional to develop and execute tailored solutions for high-net-worth individuals with significant investable assets.

About the Role
  • Establish and maintain relationships with high-net-worth prospective clients to evaluate their financial goals and provide bespoke wealth management solutions.
Responsibilities
  • Contact leads generated by our marketing efforts.
  • Educate prospective clients on our range of wealth management offerings available.
Requirements
  • At least 5 years of experience selling financial services to private investors qualifying as wholesale clients.
  • Clean record with ASIC and APRA.
  • Demonstrated success in acquiring high-net-worth private wholesale clients.


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