Asset Management Expert

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $120,000
Senior Asset Finance Specialist

We are seeking a highly motivated professional to join our finance team.

Your role will involve driving strong customer-focused service while maintaining the position of trusted advisor in the finance market.

  • Conduct comprehensive financial assessments for clients, evaluating their current financial standing, long-term goals, and risk tolerance.
  • Develop personalized financial plans aligned with each client's specific objectives, considering income, expenses, assets, and liabilities.
  • Regularly monitor and analyze clients' finance holdings, creating opportunities within their company that help achieve client goals.
  • Stay current on industry trends, market conditions, and financial regulations, providing well-informed insights and options to clients.
  • Collaborate with other financial professionals to create comprehensive financial solutions for clients.

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