
Established Financial Portfolio Manager
3 days ago
We are seeking a Financial Adviser to join our expanding team as part of a structured succession plan. The incoming adviser will take over a well-established client base, built over many years, and work closely with a retiring Principal Adviser during a six-month transition period.
Key Responsibilities- Manage relationships with existing clients independently conducting meetings and presenting solutions alongside the retiring Principal Adviser.
- Coordinate with accountants, fund managers, and other professionals for best outcomes while maintaining regulatory compliance and progressing Continuing Professional Development (CPD).
As a Financial Adviser, you will have the opportunity to deepen relationships with existing clients, manage their financial portfolios, and provide expert advice on investment and wealth management strategies.
The ideal candidate will be a motivated and experienced professional with excellent communication skills and the ability to work effectively in a team environment.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a results-driven individual with a passion for finance and a commitment to excellence, we encourage you to apply for this exciting opportunity.
Benefits include:
- Opportunities for career advancement and professional growth
- A dynamic and supportive work environment
- Competitive compensation and benefits package
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Perth, Western Australia beBeeClient Full time $130,000 - $170,000Expert Client ManagerWe are seeking a highly skilled and motivated Client Advisor to join our Premier Banking team.The successful candidate will be responsible for managing complex relationships with high net worth clients, providing personalized service, and identifying opportunities to grow their financial portfolios.
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Financial Portfolio Assistant
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Perth, Western Australia beBeeFinancial Full time $60,000 - $90,000Job OverviewThe role of the Financial Portfolio Assistant is to provide high-level support to our team of financial experts.Key Responsibilities:Manage client relationships and respond to client inquiries in a timely and professional mannerPrepare detailed financial review documents for clients' investment portfolios and performanceLiaise with fund managers...
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IT Portfolio Manager
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Corporate Financial Portfolio Manager
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