High Value Investment Advisor

1 week ago

Brisbane, Queensland, Australia beBeeInvestment Full time $160,000 - $200,000

Unlock Your Potential as a Senior Investment Professional

About the Role

A rare opportunity has arisen for an experienced investment advisor to join our leadership team. As a key player in delivering tailored investment advice, you will have the chance to provide a genuine hands-on service across wealth management and portfolio construction.

Key Responsibilities
  • Manage a high-value portfolio of clients, providing expert guidance on wealth management and portfolio strategy.
  • Deliver bespoke investment and portfolio advice, utilising your knowledge of market trends and financial analysis.
  • Conduct in-depth analysis of balance sheets, IPOs, and fund manager reports to inform investment decisions.
  • Develop and execute strategies to drive growth of your client base through referrals and leads.
  • Contribute to research and investment decisions within the team, sharing your expertise and insights.
Skills & Experience
  • Degree-qualified with relevant professional certifications or accreditations.
  • Proven background in wealth management or stockbroking, with experience in investment markets and direct equities.
  • Advanced skills in portfolio construction and analysis, with the ability to interpret complex financial data.
  • Excellent client relationship and advisory skills, with a strong track record of building and maintaining long-term relationships.
Benefits
  • Opportunity for equity ownership and business growth.
  • Flexible working arrangements, including optional 9-day fortnight.
  • Professional development opportunities, with access to training and mentorship programs.
  • Collaborative team culture, with a focus on innovation and excellence.

  • Investment Advisor

    12 hours ago

    Brisbane, Queensland, Australia Wilsons Advisory Full time

    Wilsons Advisory is a leading national financial services group with over 125 years of history, offering a wide range of financial advisory services including investment strategy, portfolio management, superannuation, retirement planning, estate planning, and philanthropic advice.As an Investment Advisor at Wilsons, you will have the flexibility to service...

  • High Value Client Advisor

    5 days ago

    Brisbane, Queensland, Australia beBeeClient Full time $90,000 - $120,000

    Delivering exceptional customer service is a vital component of our sales strategy. As a senior client advisor, you will utilize consultative selling skills to assist customers with merchandise selections and cultivate strong relationships that drive long-term growth.

  • Director, Investment

    1 week ago

    Brisbane, Queensland, Australia Trade and Investment Queensland Full time

    Join to apply for the Director, Investment role at Trade and Investment Queensland .Trade and Investment Queensland provided pay rangeThis range is provided by Trade and Investment Queensland. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$166,623.00/yr - A$174,339.00/yrGlobally...

  • Director, Investment

    6 days ago

    Brisbane, Queensland, Australia Trade And Investment Queensland Full time

    Join to apply for the Director, Investment role at Trade and Investment Queensland.Trade and Investment Queensland provided pay rangeThis range is provided by Trade and Investment Queensland.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$166,623.00/yr - A$174,339.00/yrGlobally...

  • Director, Investment

    5 days ago

    Brisbane, Queensland, Australia Trade And Investment Queensland Full time

    Join to apply for theDirector, Investmentrole atTrade and Investment Queensland.Trade and Investment Queensland provided pay rangeThis range is provided by Trade and Investment Queensland. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$166,623.00/yr - A$174,339.00/yrGlobally Minded....

  • Director, Investment

    1 week ago

    Brisbane, Queensland, Australia Trade and Investment Queensland Full time $150,000 - $200,000 per year

    Globally Minded. Locally Engaged. Connected by You.Bring your unique perspectives and experiences to the position of Director, Investment and be part of the global team that contributes to connecting Queensland to the world.Trade and Investment Queensland (TIQ) is the Queensland Government's dedicated global business agency. What we do is truly unique –we...

  • Director, Investment

    2 weeks ago

    Brisbane, Queensland, Australia Trade and Investment Queensland Full time

    Join to apply for the Director, Investment role at Trade and Investment Queensland. Trade and Investment Queensland provided pay range This range is provided by Trade and Investment Queensland. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$166,623.00/yr - A$174,339.00/yr ...

  • Director, Investment

    2 weeks ago

    Brisbane, Queensland, Australia Trade and Investment Queensland Full time

    Join to apply for the Director, Investment role at Trade and Investment Queensland.Trade and Investment Queensland provided pay rangeThis range is provided by Trade and Investment Queensland. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$166,623.00/yr - A$174,339.00/yrGlobally Minded....

  • High Value Client Manager

    2 days ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $100,000 - $130,000

    Seeking a seasoned professional to manage high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.About the RoleReview complex work and provide strategic guidance to help clients grow and protect their wealth.Mentor junior staff and lead client relationships with sophisticated, high-net-worth groups.Key...

  • Investment Associate, Sustainability Investment

    8 hours ago

    Brisbane, Queensland, Australia Numbers Executive Full time

    Nameplate lender and investor with focus on sustainability- Best suited to applicants with strong modelling skills & analysis skills- Collegiate and collaborative culture with a difference**Our Client**This is a nameplate lender and investor to the renewables, energy, infrastructure, and manufacturing sectors with a focus on sustainability. With continued...