Senior Wealth Manager

6 days ago

Cairns, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Job Overview

This senior financial professional will be responsible for driving growth in the wealth advice division by identifying and securing new opportunities, enhancing the client experience, and addressing unmet needs of existing clients.

Key Responsibilities:
  • Engage with existing clients to uncover financial needs, build relationships, and offer tailored wealth management solutions;
  • Drive new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings;
  • Maintain knowledge of financial trends and regulatory developments to deliver relevant client strategies;
  • Lead discovery meetings with clients to assess financial needs, identify gaps, and connect them with Wealth Management advisers and solutions;
  • Oversee sales from initial prospecting through to closing, maintaining control of the pipeline;
  • Manage key client relationships during onboarding and transitions, collaborating with Adviser teams to ensure a seamless client-focused experience;
  • Foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities;
  • Act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement;
  • Coordinate with the Servicing Adviser team to support efficient client service and transition.
Requirements:
  • 6+ years of Financial Advice experience;
  • Ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts;
  • Background in professional services, working with Accounting, Tax, or Business Advisory functions (desirable);
  • Possess exceptional communication, interpersonal, and relationship-building skills.
Benefits:
  • Opportunity to work with a dynamic team;
  • Professional development and growth opportunities;
  • Competitive compensation and benefits package.

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