Senior Wealth Management Strategist

2 days ago

Sydney, New South Wales, Australia beBeeStrategic Full time $150,000 - $200,000
Job Overview

We seek a senior strategy consultant to fill the principal consultant position in our wealth and asset management strategy consulting team.

Key Responsibilities
  • Develop comprehensive strategic plans for clients within the wealth and asset management sector.
  • Provide expert advice on investment strategies, risk management, and portfolio optimization.
  • Collaborate with cross-functional teams to deliver high-quality consulting services.

Required Qualifications:

  • Masters or Ph.D. degree in Business Administration, Economics, Finance, or related field.
  • Minimum 10 years of experience in strategic consulting, finance, or a related field.
  • Proven track record of delivering successful projects and building strong client relationships.

Benefits:

  • Competitive salary and bonus structure.
  • Ongoing professional development opportunities.
  • A dynamic and collaborative work environment.

Other Information:

  • Ability to travel occasionally as required.
  • Strong communication and interpersonal skills.

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