High Net Worth Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $200,000

We are seeking a skilled and experienced Financial Planner to join our dynamic team. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities:

  1. Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
  2. Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  3. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  5. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  6. Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
  7. 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.

Benefits:

  1. Competitive salary and performance-based incentives.
  2. Comprehensive health and wellness benefits.
  3. Opportunities for professional development and career advancement.
  4. Supportive and collaborative work environment.

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.

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