Senior Wealth Manager

12 hours ago

Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000

We are seeking a highly skilled Investment Advisor to join our team and play a key role in providing bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.

About the Role

We are looking for a talented individual with proven experience in broking, funds management, or private wealth advice. As an Investment Advisor, you will be responsible for delivering tailored investment and wealth management strategies to clients, preparing and presenting portfolio reviews, investment proposals, and strategic advice documents.

Responsibilities

  1. Partner with senior advisers to deliver bespoke investment and wealth management strategies to HNW clients and SMSFs.
  2. Prepare and present portfolio reviews, investment proposals, and strategic advice documents.
  3. Conduct in-depth market research and contribute to investment strategy discussions.
  4. Manage and execute market orders across relevant trading systems.
  5. Maintain accurate client records in Xplan, Iress, FactSet, and other platforms.
  6. Participate in client meetings, contributing to relationship management and advice delivery.
  7. Ensure compliance with all regulatory and ethical standards.

Requirements

  • Proven experience in broking, funds management, or private wealth advice (essential).
  • Degree-qualified in finance, economics, commerce, or related discipline.
  • Completed or currently undertaking Professional Year (PY).
  • RG146 compliant (or willing to obtain).
  • Strong technical skills in portfolio construction, investment analysis, and financial modelling.
  • Excellent communication and relationship-building skills.
  • High attention to detail, initiative, and commercial acumen.
  • Proficiency in Excel; coding skills highly regarded.

About You

We value independence, informed opinion, and modern, technology-driven advice delivery. As an Investment Advisor, you will gain exposure to direct equities, managed funds, and holistic wealth strategies, while building the client trust and technical expertise that define a successful adviser.

What We Offer

We provide a collaborative and dynamic work environment where you can grow and develop your skills. You will have the opportunity to work alongside experienced professionals and receive regular feedback and guidance.

Why This Role Stands Out

This is a rare opportunity for an experienced investment professional to step into a client-facing Associate Advisor role. You will have the chance to build strong relationships with clients and deliver tailored solutions that meet their needs.

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