Australian Investment Counsellor: Relationship Builder

2 weeks ago


Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $150,000
Financial Services Representative

A dynamic and engaging role exists for a Financial Services Representative to develop lasting relationships with clients and provide exceptional financial guidance.

The ideal candidate will possess strong communication skills, a consultative approach, and the ability to educate clients on investment strategies. With a focus on building trust and understanding client needs, this representative will be instrumental in driving growth and expanding our presence in the Australian market.

Key Responsibilities:
  • Develop and maintain strong client relationships through regular communication and tailored advice
  • Provide comprehensive financial education and guidance to clients
  • Collaborate with internal teams to deliver exceptional client service and support
Requirements:
  • 5+ years of experience in financial services or a related field
  • Strong knowledge of Australian asset management regulations and procedures
  • University degree or equivalent combination of experience
  • Excellent communication and interpersonal skills
Benefits:
  • 100% paid premiums for top-tier supplemental healthcare plan
  • Super contributions at applicable superannuation guarantee percentage
  • 20 days of annual leave and 10 paid holidays
  • Employee Assistance Program and other wellbeing services
  • $10,000 fertility, hormonal health, and family-forming benefit


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