Wealth Management Professional

22 hours ago

Brisbane, Queensland, Australia beBeeWealthManagement Full time $100,000 - $160,000

We are seeking a talented Wealth Management Professional to join our team.

Your key responsibility will be to develop and grow your portfolio of high-net-worth clients, providing them with a full range of financial services and innovative solutions.

You will work closely with clients to understand their financial goals and objectives, and provide tailored advice and exclusive opportunities to help them achieve success.

Our ideal candidate will have recent experience in a similar lending focused role from within Private Banking, Business Banking or similar, as well as portfolio management experience and existing referral networks.

In addition, you will have a demonstrated ability to develop and maintain effective relationships with high net worth or complex clients, and possess a strong focus on wealth protection, creation, revenue growth and new client acquisition.

We offer a dynamic and supportive work environment, with opportunities for career growth and development.

To be successful in this role, you will be:

  • An experienced wealth management professional with a proven track record of success.
  • Able to build strong relationships with high net worth clients.
  • Able to provide tailored advice and exclusive opportunities.
  • Driven, analytical and quick to learn.

Skill Requirements:

  • Recent experience in a similar lending focused role.
  • Portfolio management experience.
  • Existing referral networks.
  • Demonstrated ability to develop and maintain effective relationships with high net worth or complex clients.

About the Role:

This is an exciting opportunity to join a leading financial institution and contribute to the success of our clients. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.

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