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Senior Investment Specialist

3 weeks ago

Perth, Western Australia beBeeInvestment Full time $120,000 - $180,000

Wealth Management Opportunities

Unlocking potential in wealth management requires a deep understanding of individual and family goals, coupled with tailored investment strategies to achieve success.

Key Responsibilities:

  • Differentiate yourself by developing and implementing bespoke wealth solutions for clients
  • Nurture lasting relationships with clients through exceptional service and a seamless experience
  • Oversee preparation and review of advice and documents, maintaining the highest standards of professionalism and compliance

About Us:

We operate globally, serving high-net-worth individuals and families with innovation and excellence. Our team is dedicated to shaping possibilities and delivering exceptional wealth solutions.