High Net Worth Investment Specialist

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000

We are seeking a seasoned professional to join our team as a High Net Worth Investment Specialist.

Job Overview:

This is an exceptional opportunity for a dedicated and results-driven individual to deliver tailored investment solutions to high net worth clients, fostering long-term relationships and driving business growth.

Main Responsibilities:
  • Build and maintain strong, trusting relationships with clients, understanding their unique financial goals and objectives.
  • Stay up-to-date with market trends and developments, ensuring expert advice and guidance are provided to clients at all times.
  • Work closely with multiple stakeholders, including investment specialists and internal teams, to deliver seamless client experiences.
  • Effectively manage client queries and concerns, providing timely and informed solutions.
Key Requirements:
  • A minimum of 5 years' experience in a relevant role, preferably supporting high net worth clients.
  • Tertiary qualifications in a business-related field, such as finance or commerce.
  • Proven knowledge of the financial services industry and markets.
What We Offer:

As part of our team, you will have access to ongoing training and development opportunities, allowing you to enhance your skills and expertise. You will also be part of a dynamic and supportive work environment, where collaboration and innovation are encouraged.

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