Senior Wealth Advisor

2 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $200,000 - $240,000

We are seeking an experienced and skilled professional to join our team as a Senior Wealth Advisor. This key role involves working closely with high-net-worth individuals to provide tailored banking and wealth solutions.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and execute bespoke banking and wealth strategies to deliver exceptional results.
  • Navigate complex lending and financial markets to identify opportunities and mitigate risks.
  • Grow a portfolio of high-net-worth clients through strategic relationship-building and account management.
Requirements
  • Proven expertise in complex lending and financial markets, with a deep understanding of global economic trends.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • A strong track record of delivering high-quality results in a fast-paced environment, with the ability to work independently and as part of a team.
Benefits
  • Opportunity to work with a highly respected and established organization.
  • Competitive compensation package and benefits.
  • Professional development opportunities to enhance skills and knowledge.

  • Senior Wealth Advisor

    10 hours ago

    Sydney, New South Wales, Australia Bebeefinancial Full time

    We are seeking an experienced and skilled professional to join our team as a Senior Wealth Advisor. This key role involves working closely with high-net-worth individuals to provide tailored banking and wealth solutions.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and execute...

  • Senior Wealth Strategist

    1 week ago

    Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $200,000

    Drive Business Success with a Senior Advisor RoleA Senior Advisor plays a pivotal role in shaping the future of wealth advisory by providing expert guidance to clients. This position involves building and managing complex client relationships, conducting thorough reviews, and developing tailored financial strategies.As a Senior Advisor, you will be...

  • Senior Wealth Management Expert

    1 week ago

    Sydney, New South Wales, Australia beBeeCareer Full time $1,000,000 - $1,500,000

    Expert Wealth Advisor OpportunityAt a leading wealth advisory firm, we are seeking an experienced Senior Advisor to join our team and shape the future of wealth management.About This RoleWe offer a fee-only, client-first model with low advisor-to-client ratios, allowing advisors to deliver truly impactful advice.This role provides the opportunity to work...

  • Private Wealth Advisor

    3 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...

  • Private Wealth Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...

  • Private Wealth Advisor

    6 days ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...

  • Wealth Advisor

    2 days ago

    Sydney, New South Wales, Australia William Buck Full time

    Are you ready to shape the future of wealth advisory with a firm that values your expertise?Are you ready to elevate your career in a firm that prioritises client outcomes, professional growth, and meaningful relationships?We offer a fee-only, client-first model with low advisor-to-client ratios, giving you the space to deliver truly impactful...

  • Wealth Advisor

    5 days ago

    Sydney, New South Wales, Australia William Buck (NSW) Pty Limited Full time $150,000 - $200,000 per year

    Are you ready to shape the future of wealth advisory with a firm that values your expertise?Are you ready to elevate your career in a firm that prioritises client outcomes, professional growth, and meaningful relationships?We offer a fee-only, client-first model with low advisor-to-client ratios, giving you the space to deliver truly impactful advice.William...

  • Strategic Wealth Advisor

    2 days ago

    Sydney, New South Wales, Australia beBeeWealthAdvisor Full time $150,000 - $300,000

    Strategic Wealth AdvisorJob Description:Pivot Wealth is seeking a highly skilled Strategic Wealth Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial planning advice to high net worth clients.Key Responsibilities:Develop and implement comprehensive financial plans tailored to the needs of...

  • Wealth Creation Specialist

    7 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $220,000

    We are seeking a dedicated professional to fill a key role in our Wealth Advisory team.Your New Position:You will be working closely with high-performing professionals renowned for delivering client-centric advice.As part of our dynamic team, you will partner with successful business owners, senior executives, and ultra-high-net-worth families to deliver...