Wealth Management Professional

1 week ago

Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000

Unlock a rewarding career in wealth management with this exciting opportunity to support high-net-worth clients and help them achieve their financial goals.

Key Responsibilities:

  • Provide exceptional service to clients, working closely with Wealth Directors to retain and grow new and existing relationships
  • Coordinate the delivery of our service proposition, ensuring seamless execution of client needs through effective engagement of service partners
  • Set up and administer GIS accounts for new clients, assist with the administration of new offerings, and send digital investment opportunities to clients

What's in it for you?

Enjoy a dynamic work environment that offers inspiring locations, modern workspaces, and unexpected opportunities. Plus, benefit from great benefits, fair compensation, and access to online learning and career planning tools to help you grow professionally.

Benefits:

  • Generous paid and unpaid parental leave for your nominated primary and support carers
  • Continue to pay super contributions while you take all the time you need to get your new family settled

Requirements:

  • Tertiary qualifications in a business or finance-related discipline (desired)
  • Exceptional attention to detail and finesse with relationship building

Our culture:

We strive to create a supportive team environment where everyone can thrive. Our commitment to diversity and flexibility ensures that we value each individual's unique perspectives and skills.

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