Senior Financial Advisor

1 week ago

Brisbane, Queensland, Australia beBeeFinancial Full time $180,000 - $250,000

We are seeking a seasoned professional to fill the role of Senior Financial Advisor. This key position will be responsible for managing a portfolio of high net worth clients and working closely with them to achieve their financial goals.

The ideal candidate will possess extensive experience in complex consumer and commercial lending, as well as a proven track record of developing and maintaining effective relationships with ultra-high net worth clients.

In this role, you will work closely with your network to introduce new clients to our organization and help them navigate key milestones in their financial journeys. You will also be responsible for researching market trends and economic changes that may impact our clients' financial situations.

To be successful in this role, you will require strong communication and interpersonal skills, as well as the ability to interpret complex financial data. A tertiary qualification in Commerce or a related field is preferred, and relevant certifications such as RG146 would be an asset.

We offer a comprehensive range of solutions and market leading products, backed by superior research capabilities and extensive resources. Our vision is to provide outstanding personal service and trusted advice to our clients, helping them achieve the best possible outcome.

This is a senior position within our organization, requiring a high level of autonomy and responsibility. If you are a motivated and results-driven professional looking for a challenging opportunity, we encourage you to apply.

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