Junior Wealth Management Professional

6 days ago

Adelaide, South Australia beBeeWealth Full time $90,000 - $120,000

We are seeking a detail-oriented individual to join our team in Adelaide. As a Junior Wealth Management Professional, you will be responsible for coordinating Adviser teams to successfully service clients by providing administrative support, increasing team efficiencies and meeting compliance obligations.

About the Role

You will have the opportunity to work with a talented group of professionals who share a passion for delivering exceptional client experiences.

Your Key Responsibilities:

Client Service

  • Service existing client relationships and maintain a consistent client experience.
  • Demonstrate a good understanding of financial market updates, investment ideas and asset allocation.

Administrative Support

  • Accurately execute trades as instructed by Adviser Teams.
  • Produce Statements of Advice, pitch documents and marketing material.

Compliance and Risk

  • Monitor and maintain Sophisticated Investor Registers, Client Risk Profiling and Statement of Advice to ensure all compliance obligations are met.

Team Collaboration

  • Manage team prospects and opportunities, ensuring Salesforce is up-to-date and providing reporting as required.

Event Planning

  • Coordinate team client and prospect events to support client retention, acquisition and cross-referral opportunities.

About You

We are looking for an individual with current or recent experience in a Wealth Management or Financial Services organisation. You should be able to demonstrate a proven knowledge and understanding of the financial services industry and regulatory environment. Strong analytical skills, attention to detail and excellent verbal and written communication skills are essential.

A relevant tertiary qualification and/or industry accreditation such as FASEA accredited AQF7 Bachelor Degree or FASEA approved postgraduate tertiary pathway qualification is preferred.

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