Current jobs related to Senior Wealth Strategist - Melbourne, Victoria - beBeeFinance

  • Chief Wealth Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $160,000 - $240,000

    Job Title: Senior Financial StrategistWe are seeking a seasoned finance professional to lead strategic initiatives within our wealth and capital markets business unit.This role will provide opportunities for dynamic professionals to drive commercial growthSupport high-profile projects, and collaborate with senior teams across the organizationKey Skills and...

  • Strategic Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $230,000

    Senior Wealth StrategistKey Responsibilities:Deliver Comprehensive Wealth Management Plans:Develop and implement customized wealth management strategies to meet the unique needs of high net worth individuals and families.Provide Financial Planning, Investment Management, Banking, and Comprehensive Advice:Work closely with clients to understand their...

  • Senior Wealth Strategist

    1 week ago

    Melbourne, Victoria, Australia beBeeanalyst Full time $90,000 - $120,000

    About This Role">We are seeking an experienced Senior Analyst to join our SMSF team. As a Senior Analyst, you will play a key role in building strategies for clients to support their wealth for retirement.You will lead the preparation of SMSF financial statements and tax returns, applying technical expertise to ensure accuracy, compliance, and timely...

  • Senior Portfolio Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $180,000

    Job DescriptionThe Senior Portfolio Strategist is a key position in our organization, responsible for delivering tailored financial solutions and wealth management expertise to high-net-worth individuals and families.Key Responsibilities:Develop and manage portfolios of high-net-worth clients, providing personalized investment strategies and advice.Conduct...

  • Senior Wealth Strategist

    2 weeks ago

    Melbourne, Victoria, Australia Bebeewealth Full time

    Private Wealth ManagementAs a Private Wealth Advisor, you will work closely with high net worth individuals and families to create comprehensive wealth management plans.Wealth Management enables clients to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive...

  • Senior Enterprise Technology Strategist

    1 week ago

    Melbourne, Victoria, Australia Bebeestrategist Full time

    Job DescriptionWe are seeking a highly skilled Senior Enterprise Technology Strategist to define the big picture architecture for wealth and capital markets systems. This is a high-impact position that will shape the future of the organisation's technology landscape while ensuring alignment with business transformation priorities.Key Responsibilities* Define...

  • Senior Enterprise Technology Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeStrategist Full time $160,000 - $200,000

    Job DescriptionWe are seeking a highly skilled Senior Enterprise Technology Strategist to define the big picture architecture for wealth and capital markets systems. This is a high-impact position that will shape the future of the organisation's technology landscape while ensuring alignment with business transformation priorities.Key Responsibilities* Define...

  • Retirement Wealth Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeSmsf Full time $90,000 - $120,000

    Senior Analyst Job OverviewThe SMSF Senior Analyst role involves collaborating with management to build wealth strategies for clients in retirement, ensuring regulatory compliance.About the TeamThe SMSF team provides advice on asset protection, business performance, accounting, taxation management, wealth protection and generational change management.About...

  • Wealth Strategist

    1 week ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $200,000

    We specialize in creating bespoke investment strategies for high-net-worth individuals and their families, leveraging market-leading expertise and innovative risk management. Our focus on technological advancements streamlines compliance and operational efficiency, empowering you to build trusted client relationships and deliver exceptional wealth...

  • Private Wealth Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeSpecialist Full time $120,000 - $160,000

    High-net-worth clients seek tailored financial solutions from our Private Banking team. As a Senior Private Wealth Specialist, you will cultivate and expand relationships with existing and new clients through the growth of their portfolios.Our comprehensive offering is designed around each client's goals and backed by the financial resources of one of the...

Senior Wealth Strategist

2 weeks ago

Melbourne, Victoria, Australia beBeeFinance Full time $120,000 - $150,000
Job Description

We are seeking a seasoned Financial Advisor to provide bespoke wealth management solutions to high-net-worth individuals and families. This key role involves crafting personalized financial strategies and investment advice to help clients achieve their goals.

  • Develop and manage a portfolio of high-net-worth clients, providing tailored financial guidance and investment advice.
  • Conduct thorough financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • Analyze clients' financial situations, risk tolerance, and investment objectives to create customized wealth management plans.

Key Responsibilities:

  • Provide comprehensive financial advice and investment guidance to clients.
  • Develop and implement tailored financial strategies to meet clients' needs.
  • Collaborate with clients to understand their financial goals and develop plans to achieve them.

Requirements:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional development and career advancement.