Financial Strategist

1 day ago

Sydney, New South Wales, Australia beBeeFinancial Full time $120,000 - $150,000
Financial Strategist

As a pivotal role in our organization, the Financial Strategist will provide tailored financial advice and wealth management solutions to high-net-worth individuals and families.

This dynamic and experienced individual will develop and manage a portfolio of clients, providing personalized financial strategies and investment advice.

Key Responsibilities:
  1. Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  2. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  3. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  4. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  5. Collaborate with internal teams to deliver integrated financial solutions.

Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:
  1. Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
  2. Minimum of 5 years of experience in wealth management or a related financial advisory role.
  3. Proven track record of managing and growing a portfolio of high-net-worth clients.
  4. Strong knowledge of financial products, investment strategies, and market dynamics.
  5. Excellent communication, negotiation, and interpersonal skills.
  6. Ability to build and maintain long-term client relationships based on trust and integrity.
  7. Proficiency in financial planning software and tools.
  8. A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Skills and Competencies:
  1. Strategic thinking and analytical skills.
  2. High level of professionalism and ethical standards.
  3. Client-focused with a commitment to delivering exceptional service.
  4. Strong organizational and time management skills.
  5. Ability to work independently and as part of a team.

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