High Net Worth Private Advisor

2 days ago

Sydney, New South Wales, Australia beBeeAdvisor Full time $85,000 - $105,000
Job Overview

You will serve as a trusted advisor to high-net-worth individuals and their families, delivering tailored investment and strategic advice. Building lasting relationships is essential to your role, ensuring an exceptional client experience.

Main Responsibilities
  • Client Acquisition and Retention: Attract and maintain high-net-worth clients by building networks, collaborating with internal teams and external professionals, and promoting our services.
  • Compliant Advice: Oversee the preparation of advice and review documents, adhering to the highest standards of professionalism and regulatory compliance.
  • Innovation and Growth: Contribute to initiatives that drive innovation and enhance our position as a leading investment-focused private bank.
Requirements
  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.
  • Exceptional presentation skills for personal interactions and deliverables.
  • The ability to establish trusted, long-term relationships with clients.
  • Existing relationships or the capacity to cultivate networks that bring new clients to our organization.
Our Commitment to You

We foster a diverse, equitable, and inclusive work environment, welcoming applications from individuals with various backgrounds. We value diversity and promote equal opportunities for all identities, including race, ethnicity, cultural identity, nationality, gender, age, sexual orientation, marital status, parental status, disability, or socio-economic background.

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