Chief Risk Finance Professional

4 days ago

Melbourne, Victoria, Australia beBeeRisk Full time $80,000 - $120,000
Expert Risk Financial Advisor Wanted

We seek a seasoned financial expert to join our team and shape the risk advice division. This is a unique opportunity for you to manage an existing client base while building your own portfolio with the support of strong referral networks and marketing initiatives.

This role presents a chance to work closely with high-net-worth individuals and family groups, providing trusted financial guidance. You will leverage your exceptional service skills to build long-term relationships with clients.

Key Responsibilities:
  • Provide tailored Life Risk strategies and insurance solutions
  • Conduct comprehensive risk analysis and prepare Statements of Advice (SoAs)
  • Review and optimise existing client insurance arrangements
  • Manage insurance policies from administration to claims support

Requirements include being RG146 compliant or Advanced Diploma qualified, holding 3–5+ years' experience as a Risk Specialist in Financial Planning, possessing strong grasp of insurance products and risk strategies, excellent communication skills, strong organisational and administrative skills, and intermediate to advanced Microsoft Office skills.

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