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High Net Worth Investment Strategist

2 weeks ago

Adelaide, South Australia beBeeInvestment Full time $150,000 - $250,000
Investment Expertise:

We empower high-net-worth individuals and families with market-leading investment strategies, innovative thinking, and robust risk management solutions.

Main Responsibilities:
  • Deliver tailored investment advice to meet the unique needs of high-net-worth clients.
  • Nurture trusted relationships to ensure exceptional client experiences.
  • Oversight and preparation of strategic documents, adhering to the highest standards of professionalism and compliance.
  • Attract and retain high-net-worth clients, build networks, and collaborate with internal teams to promote wealth solutions.

Our Advantage: We bring diverse people together and empower them to drive outcomes. As a global financial services group operating in 31 markets, we've maintained 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone contributes ideas and drives results.

Key Qualifications:
  • Bespoke investment advice delivery
  • Client relationship building
  • Strategic document preparation
  • Collaboration and network development
Benefits:

You'll be part of a dynamic team that values innovation and excellence.