Private Wealth Management Professional

2 days ago

Canberra, ACT, Australia beBeeWealth Full time $60,000 - $90,000
Job Role

E&P Financial Group offers a diverse financial services portfolio, serving clients across wealth management, funds management, corporate advisory, institutional sales and trading, and research.

We prioritize our clients' needs above all else. Our team delivers valuable knowledge and insights to empower our clients, helping them navigate the constantly changing financial landscape and achieve their goals.

Our company values are built on Client First, Integrity, Growth & Innovation, Respect & Inclusion, and Collaboration principles.

As a Private Wealth Management professional, you will work in a collaborative environment, providing support to Advisers and developing a deep understanding of the role.

Key Responsibilities:

  • Supporting Advisers in delivering high-quality client services
  • Developing expertise in all aspects of the role

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Strong analytical and problem-solving skills

What We Offer:

  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • The chance to make a real difference in the lives of our clients

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