Financial Expert

2 days ago


Brisbane, Queensland, Australia beBeeWealthStrategist Full time $150,000 - $200,000
Senior Wealth Strategist

You will be a trusted advisor to high-net-worth individuals, delivering tailored financial solutions.

This role involves building deep client relationships, leading complex transactions, and structuring bespoke investment products.

You will work collaboratively across teams to drive client outcomes and help clients achieve long-term financial success.

Key Responsibilities
  1. Develop and maintain trusted relationships with high-net-worth clients.
  2. Lead complex transactions and structure bespoke investment products.
  3. Deliver a holistic financial service proposition.
  4. Collaborate across teams to drive client outcomes.
  5. Help clients achieve long-term financial success.
Desirable Skills
  • Strong communication and interpersonal skills.
  • Mandarin language skills would be beneficial.
Why This Role?
  • Focusing on becoming customers' preferred financial partner.
  • Commitment to creating an inclusive workplace culture.
  • Flexible work arrangements and leave options.
  • Tailored learning and development opportunities.
  • Opportunities to contribute to the community through volunteering initiatives.

We are committed to creating a supportive and inclusive community. We welcome everyone and provide additional support for veterans, Indigenous Australians, and the neurodiverse community.



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