Wealth Management Professional

10 hours ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $150,000 - $180,000
Private Wealth Expert

Dedicated professionals with exceptional wealth management skills are required to deliver tailored investment solutions to high-net-worth individuals and families.

Key Responsibilities:
  • Expert Investment Strategies: Develop customized investment plans for affluent clients, ensuring seamless integration of financial goals and risk tolerance.
  • Client Succession: Foster long-term relationships built on trust, providing an unparalleled client experience through proactive communication and personalized service.
  • Advice Preparation: Oversee the creation and review of comprehensive advice documents, adhering to industry standards and regulatory requirements.

As a senior wealth advisor, you will play a pivotal role in attracting and retaining high-net-worth clients, cultivating professional networks, and collaborating with internal teams and external partners to promote private wealth services.

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