Strategic Wealth Manager

3 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $220,000 - $250,000

We are seeking an experienced Financial Advisor to join our team in Melbourne, Australia. As a Financial Advisor, you will play a crucial role in building strong relationships with clients and providing them with expert investment advice.

Key Responsibilities:
  • Build and develop a portfolio of high net worth clients through exceptional sales and marketing skills.
  • Conduct in-depth reviews of clients' financial situations and provide tailored wealth management solutions.
  • Advise on a range of products and services, including lump sum investments, offshore investments, fintech, bonds, and pension products.
  • Stay up-to-date with relevant legislative and financial requirements to ensure compliance.
Requirements:
  • Graduate Diploma or Degree equivalent in Financial Planning.
  • Strong sales acumen and experience working with clients face-to-face.
  • Excellent numerical and analytical skills, with a keen eye for detail.
  • A trustworthy and professional team player with a passion for delivering exceptional customer service.

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