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Strategic Wealth Manager

2 months ago

Melbourne, Victoria, Australia Benneaux Full time

Company Overview

Benneaux is a leading provider of investment opportunities, leveraging a portfolio of pooled funds and a vast network of investment managers and products to deliver exceptional results.

The company's commitment to creating enduring prosperity for its clients has been a hallmark of its success over 75 years in Australia and overseas.

Salary and Benefits

We offer a competitive salary ranging from $120,000 to $180,000 per annum, commensurate with experience.

Job Description

As a Strategic Wealth Manager at Benneaux, you will be responsible for providing high-quality financial services to our clients, including tax planning, financial accounting, and statutory reporting.

You will work closely with a Senior Client Adviser to develop and implement personalized wealth management strategies, ensuring long-term capital appreciation for our clients.

Key Responsibilities

  • Tax planning and compliance
  • Financial accounting and analysis
  • Statutory reporting
  • Developing and implementing wealth management strategies

Requirements and Qualifications

To succeed in this role, you will need:

  • A CA or CPA qualification
  • Demonstrated technical accounting and communication skills
  • The ability to think and work autonomously
  • Previous experience in business services, preferably within a reputable accounting firm or large corporate environment

This is an exceptional opportunity to join a dynamic team and make a meaningful contribution to the success of Benneaux. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.