Private Wealth Expert

16 hours ago

Melbourne, Victoria, Australia beBeePrivateWealth Full time $120,000 - $180,000
Key Role: Private Wealth Expert

We seek an accomplished professional to spearhead high-net-worth client acquisition, collaborating with senior directors to deliver bespoke investment solutions.

Main Responsibilities:
  1. BUILD STRONG CLIENT RELATIONSHIPS IN THE HNW/UHNW SECTOR
  2. AQUIRE NEW BUSINESS AND DEVELOP EXISTING ACCOUNTS
  3. DELIVER HOLISTIC BANKING, WEALTH, AND INVESTMENT SOLUTIONS FOR PRIVATE CLIENTS
  4. COLLABORATE EFFECTIVELY ACROSS TEAMS AND BUSINESS SEGMENTS
  5. EVALUATE RISK AND COMPLIANCE KNOWLEDGE, INCLUDING AML/KYC OBLIGATIONS AND CLIENT DUE DILIGENCE

Essential Skills and Qualifications:
Proven experience in building strong client relationships in the HNW/UHNW sector. Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.

This is a permanent opportunity with a leading financial institution. We are looking for highly skilled professionals who can excel in this role and contribute to our success.

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