Wealth Leadership Development Opportunity

3 days ago

Perth, Western Australia beBeeLeadership Full time $100,000 - $120,000
Role Overview

This wealth leadership development opportunity is designed for individuals who possess strong interpersonal skills, have experience in client-facing financial advice, and are passionate about long-term client care.

The ideal candidate will have a proven track record of managing relationships with existing clients, conducting client meetings, and maintaining regulatory compliance.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, ensuring their ongoing financial needs are met.
  • Financial Advice: Provide expert financial advice to clients, identifying opportunities for growth and optimization.
  • Regulatory Compliance: Ensure all financial activities are conducted in accordance with relevant regulations and laws.
Required Skills and Qualifications
  • Interpersonal Skills: Strong ability to build and maintain relationships with clients and colleagues.
  • Financial Knowledge: In-depth understanding of personal finance, investments, and regulatory requirements.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to present complex information in a clear and concise manner.
Benefits

This role offers a competitive salary package, including bonuses and benefits. Opportunities for professional development and career advancement are also available.

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