
Expert Financial Solutions Advisor
2 days ago
As a Personal Banking Advisor, you will be responsible for delivering exceptional customer service and providing tailored banking solutions to our clients. You will work closely with customers to understand their financial needs and goals, and provide expert advice on banking products and services.
The role involves building strong relationships with customers, identifying and addressing their needs, and providing solutions that meet their requirements. You will also work collaboratively with other teams to ensure seamless delivery of banking services.
Key responsibilities include:
- Providing exceptional customer service and support
- Identifying and addressing customer needs and concerns
- Providing expert advice on banking products and services
- Building strong relationships with customers
- Collaborating with other teams to deliver seamless banking services
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Senior Financial Solutions Advisor
2 days ago
Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $90,000 - $120,000Job OverviewWe are seeking a highly skilled Senior Financial Solutions Advisor to join our team. As a key member of our organization, you will be responsible for managing client relationships and providing expert guidance on financial solutions.Key Responsibilities:Develop and implement customized financial solutions for clientsCollaborate with...
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Financial Planner – Sw Sydney
2 days ago
Sydney, New South Wales, Australia Financial-Advisor Full timeHybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...
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Financial Planner – SW Sydney
2 weeks ago
Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...
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Financial Planner – SW Sydney
3 weeks ago
Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...
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Senior Financial Solutions Advisor
7 days ago
Sydney, New South Wales, Australia beBeeExpert Full time $80,000 - $120,000Key Role:As a vital component of our customer experience team, you will serve as a trusted advisor to new clients, collaborating closely with cross-functional teams.Responsibilities:Empower investors and drive personal growth through innovative financial solutions.Act as a trusted expert, providing in-depth knowledge on CFDs and FX.Collaborate with global...
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Expert Customer Solutions Advisor
2 days ago
Sydney, New South Wales, Australia beBeeCustomer Full time $66,500 - $90,500Expert Customer Solutions AdvisorWe're seeking a skilled and compassionate Expert Customer Solutions Advisor to deliver exceptional customer experiences and meet their end-to-end banking needs.
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Expert Financial Advisor
1 day ago
Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $100,000 - $150,000Key Financial Services RoleOur organization focuses on delivering expert advice that empowers clients to make informed financial decisions.We are seeking a qualified Financial Advisor to provide tailored, long-term financial guidance to our clients.The OpportunityThis is a client-facing role where you will build trusted relationships and offer end-to-end...
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Expert SMSF Financial Advisor
4 days ago
Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $150,000We are seeking a highly skilled Financial Advisor to join our team. In this role, you will provide expert advice on Self-Managed Superannuation Funds (SMSFs) and tax implications.About the RoleThis is a hybrid position that requires strong analytical and problem-solving skills. You will work with clients to understand their financial goals and objectives and...
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Financial Solutions Advisor
3 days ago
Sydney, New South Wales, Australia beBeeCustomerSupport Full time $80,000 - $120,000Job Role SummaryThis role provides support to customers who are experiencing financial difficulties by delivering tailored solutions that align with our policies and procedures.Main ResponsibilitiesCustomer Support: Assist customers and/or their financial advisors in navigating financial obligations through various channels, including phone, email, and...
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Expert Financial Solutions Advisor
7 days ago
Sydney, New South Wales, Australia beBeeFinance Full time $80,000 - $140,000Financial Solutions ExpertHelp clients achieve their financial goals by securing the right loan solutions for their vehicle needs. Work across multiple channels, managing finance applications from start to finish, and maintaining strong lender relationships.About the RoleAssess customer needs and match them with the best loan options across a panel of...