
Wealth Management Professional
9 hours ago
Wealth Management Professional - Melbourne
", "Job DescriptionAs a Wealth Management Professional, you will be responsible for conducting market research to add value to client interactions. This role involves a combination of new business development and managing existing clients across a defined territory.
", "Required Skills and Qualifications- A proven track record in wealth management or financial advisory.
- The ability to manage time efficiently and autonomously.
- To be a strong communicator, capable of engaging with people from all backgrounds.
- To be highly ambitious and driven to succeed.
- To be a proactive individual who enjoys taking responsibility for performance.
- A first-class learning and development platform to further professional development and qualifications.
- Comprehensive induction training to allow transfer of existing experience.
- Daily training sessions from allocated managers on sales, client relationship skills, and wealth management.
- Market-leading rewards, incentives, and bonus structures.
WealthManagement
"],-
Wealth Manager
4 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
SMSF Wealth Management Professional
16 hours ago
Melbourne, Victoria, Australia beBeeWealthManager Full timeJob seekers with a passion for wealth management and strategic financial planning are invited to apply for this exciting role as SMSF Manager.About the PositionThis is an exceptional opportunity for a skilled professional to join our team in Melbourne and contribute to delivering high-quality services to some of Australia's most prominent families and...
-
Melbourne, Victoria, Australia beBeeWealth Full timeJob DescriptionWe are seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing personalized wealth management services to high net worth individuals and families.You will work closely with clients to understand their financial goals and develop tailored investment strategies to help...
-
Senior Wealth Manager
8 hours ago
Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000We are seeking a highly skilled Investment Advisor to join our team and play a key role in providing bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.About the RoleWe are looking for a talented individual with proven experience in broking, funds management, or private wealth advice. As an Investment...
-
Client Wealth Manager
7 hours ago
Melbourne, Victoria, Australia beBeeAdministrative Full time $90,000 - $120,000Our team simplifies and streamlines the complexities of wealth management. As a leading provider of fully integrated platforms, we empower advisers to efficiently manage clients' wealth.The RoleThe Onboarding and Portfolio Services Consultant is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes...
-
Wealth Management Specialist
7 hours ago
Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $110,000Praemium's mission is to redefine wealth platforms and shape the future of financial services.We empower advisers to efficiently manage wealth in Australia, simplifying and streamlining complexities with an integrated platform.This role focuses on maintaining data integrity, resolving discrepancies, and supporting efficient transaction processing for...
-
Expert Wealth Manager
7 hours ago
Melbourne, Victoria, Australia beBeeProfessional Full time $80,000 - $150,000Financial Advisor RoleWe are seeking highly motivated professionals to excel in our Wealth Management team based in Melbourne, Australia.This is a dynamic opportunity for career-driven individuals who want to develop and build a successful career within our fastest-growing market segment.The Position:Conduct thorough research into the country's demographics...
-
Private Wealth Management Professional
2 days ago
Melbourne, Victoria, Australia beBeeDirector Full time $180,000 - $200,000As a Private Client Director, you will be responsible for the proactive management of high value relationships.Key ResponsibilitiesDevelop and manage complex client portfolios to achieve exceptional results.Identify opportunities to expand our presence in the market through strategic partnerships and networking.Utilize expertise to assist clients in...
-
High Net Worth Wealth Manager
7 hours ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $260,000As a wealth management professional, you will play a critical role in helping clients achieve their financial goals. Our comprehensive advice and investment management services cater to high net worth individuals, families, corporations and select institutions. You will work closely with clients to understand their needs and deliver customized strategies...
-
Platform Growth Leader for Wealth Management
7 hours ago
Melbourne, Victoria, Australia beBeeLeadership Full time $200,000 - $250,000The opportunity to drive platform growth in the wealth management sector has arisen.Job DescriptionWe are seeking a skilled professional to lead our platform growth initiatives, focusing on developing key features and functionalities aligned with our target market offer.This role involves end-to-end design and delivery of key features via effective...