High Net Worth Portfolio Manager

4 days ago

Perth, Western Australia beBeePortfolio Full time $154,800 - $165,263
Key Objectives

Develop and manage client relationships with high net worth individuals.

  • Build and maintain a portfolio of key client relationships.
  • Advise on investment strategies to meet clients' financial goals.
  • Collaborate with colleagues to identify new business opportunities.
About the Role

The role involves taking ownership of existing client relationships and developing their portfolios. You will have strong support from an associate and the trading and administration teams.

Working at Our Firm

We are a leading diversified financial services business, committed to delivering advice and investment solutions to our clients through our experienced and client-focused teams. We pride ourselves on understanding our clients' needs and helping them achieve their goals.

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