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Strategic Wealth Manager

2 weeks ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $180,000 - $250,000

We manage wealth for high-net-worth individuals and families.

Main Responsibilities
  • Develop bespoke investment plans tailored to client needs
  • Nurture relationships for exceptional client experiences
  • Prioritize professionalism and compliance in advice and documents

You will attract high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote wealth solutions.