
Senior Wealth Strategist
4 days ago
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 delivery.
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Chief Wealth Strategist
1 week ago
Melbourne, Victoria, Australia beBeeFinancial Full time $160,000 - $240,000Job 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...
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Digital Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeProductMarketingManager Full time $90,000 - $120,000Job DescriptionSyfe is a digital wealth platform empowering individuals to build their wealth for a better future. Managing well over US $10 billion in assets, the platform caters to different wealth needs of individuals with diversified portfolios, cash management solutions and brokerage. Syfe has operations in Singapore, Hong Kong and Australia, and is...
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Strategic Wealth Manager
1 week ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $230,000Senior 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...
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Senior Portfolio Strategist
1 week ago
Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $180,000Job 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...
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Senior Wealth Strategist
1 week ago
Melbourne, Victoria, Australia Bebeewealth Full timePrivate 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...
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Senior Enterprise Technology Strategist
6 days ago
Melbourne, Victoria, Australia Bebeestrategist Full timeJob 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...
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Senior Enterprise Technology Strategist
1 week ago
Melbourne, Victoria, Australia beBeeStrategist Full time $160,000 - $200,000Job 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...
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Senior Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeFinance Full time $120,000 - $150,000Job DescriptionWe 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...
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Senior Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia beBeeProfessional Full time $150,000 - $250,000Job OverviewAs a seasoned banking professional, you'll partner with high-net-worth clients to deliver bespoke wealth solutions and grow their portfolios.Role ResponsibilitiesYou'll be at the forefront of Westpac's Private Bank, working closely with clients to identify opportunities and provide tailored banking and investment services. With a strong focus on...
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Retirement Wealth Strategist
1 week ago
Melbourne, Victoria, Australia beBeeSmsf Full time $90,000 - $120,000Senior 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...