High Net Worth Financial Strategist

3 days ago

Melbourne, Victoria, Australia beBeeWealth Full time $150,000 - $200,000
Job Description

Our organization is seeking a skilled Financial Strategist to lead the development and management of high-net-worth client portfolios.

This role requires a strong understanding of financial markets, exceptional client relationship skills, and the ability to analyze complex financial situations.

The ideal candidate will have a proven track record in wealth management, strategic thinking, and analytical skills.

">

Key Responsibilities:

  • Develop tailored financial strategies and investment plans for high-net-worth clients.

  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.

  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.

  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.

  • Collaborate with internal teams to deliver integrated financial solutions.

  • Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

">Required Skills and Qualifications

To be successful in this role, you will need:

Qualifications:

  • A bachelor's degree in finance, economics, business administration, or a related field (master's degree or relevant certifications).

  • Minimum 5 years of experience in wealth management or a related financial advisory role.

  • Proven track record of managing and growing a portfolio of high-net-worth clients.

  • Strong knowledge of financial products, investment strategies, and market dynamics.

  • Excellent communication, negotiation, and interpersonal skills.

  • Ability to build and maintain long-term client relationships based on trust and integrity.

  • Proficiency in financial planning software and tools.

  • A transferable book of clients with over $5 million in assets under management.

">Benefits

As a valued member of our team, you can expect:

Competitive Compensation Package:

  • Competitive salary and performance-based incentives.

  • Comprehensive health and wellness benefits.

  • Opportunities for professional development and career advancement.

  • Supportive and collaborative work environment.

  • High Net Worth Financial Planner

    2 weeks ago

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

    Financial Advisor PositionWe are seeking a skilled and experienced Financial Advisor to join our team in Melbourne, Australia. This is a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis Financial Advisor position requires a deep understanding of the financial...

  • Financial Advisor for High Net Worth Individuals

    7 days ago

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

    Strategic Relationship ManagerAs a strategic relationship manager, you will be responsible for managing a portfolio of ultra-high net worth customers and working with them to achieve their current and future financial goals.You will guide customers through key milestones in their home buying, asset acquisition, and investment process with seamless...

  • High Net Worth Client Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeRelationship Full time $75,000 - $90,000

    Premium Client Manager RoleKey responsibilities include developing relationships with high-net-worth investors, identifying and onboarding new clients, and providing tailored trading solutions to meet client needs. Building strong relationships is crucial in this role.Responsibilities:Develop relationships with high-net-worth investors, fostering long-term...

  • High Net Worth Banking Expert

    7 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $170,000

    High-Net-Worth Banking CareerDevelop a portfolio of high-net-worth clients and deliver tailored financial services.About the RoleAs a High-Net-Worth Banking expert, you will work closely with clients to understand their unique financial needs and goals. You will develop and implement personalized financial strategies to help your clients achieve their...

  • High Net Worth Investment Specialist

    7 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000

    As a wealth adviser, you will empower high-net-worth individuals and families to achieve their financial goals through market-leading investment expertise, innovative thinking, and robust risk management.Key ResponsibilitiesDeliver tailored investment advice and strategic planning to meet the unique needs of high-net-worth clients.Nurture trusted...

  • High Net Worth Client Manager

    2 weeks ago

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

    Manage high net worth client portfolios, attract new business and develop relationships by providing lending expertise and wealth management advice in a full-time permanent position.Key ResponsibilitiesPortfolio Management: Manage a portfolio of high net worth clients to achieve financial goals and objectives.Business Development: Attract new business and...

  • High Net Worth Portfolio Manager

    2 weeks ago

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

    Senior Private Client Manager Job OverviewA senior professional is responsible for managing a portfolio of high net worth clients.This individual delivers tailored financial solutions to meet client needs, utilizing experience in private banking, business development and client acquisition.Key Responsibilities:Develop and manage key relationships with high...

  • High Net Worth Client Strategist

    7 days ago

    Melbourne, Victoria, Australia beBeeStrategist Full time $120,000 - $150,000

    Job DescriptionAs a key member of our team, you will be responsible for cultivating and managing a portfolio of high-net-worth clients. Your expertise in delivering bespoke banking and wealth solutions will enable you to establish deep, trusted relationships with these clients.">Key ResponsibilitiesIdentify and pursue new business opportunities through...

  • High Net Worth Specialist

    5 days ago

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

    Key Roles and Responsibilities:Develop a portfolio of high-net-worth Private Banking client relationships.Drive the growth of existing and new-to-bank clients.We're seeking to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. Our comprehensive offering is built around their goals and backed by the financial...

  • High Net Worth Accountant

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $150,000

    We are seeking a skilled Senior Financial Professional to join our team.About This OpportunityThis is a diverse and rewarding role offering exposure across management reporting, financial analysis, tax compliance, and investment support — all while building deep relationships with clients and their advisors.You will work closely with high-net-worth...