High Net Worth Wealth Manager

1 week ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $90,000 - $120,000
Job Summary

We are seeking a high-caliber Senior Wealth Manager to join our team. As a trusted advisor, you will deliver bespoke investment solutions and strategic guidance to high-net-worth individuals and families.

You will build strong relationships, attract and retain clients, and contribute to business growth. With a focus on client satisfaction and exceptional service, you will be an integral part of our team's success.

Key Responsibilities
  • Develop and implement tailored wealth strategies for high-net-worth clients.
  • Provide expert advice on investment and asset management.
  • Build and maintain strong relationships with clients, networks, and internal teams.
  • Mentor junior advisors and contribute to the development of our team's expertise.
Requirements
  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.
  • Strong leadership skills, a collaborative mindset, and a passion for mentoring others.
  • Exceptional presentation skills, both in personal interactions and deliverables.
What We Offer
  • Benefits: 1 wellbeing leave day per year.
  • Up to 5 additional service bonus leave days per year.
  • Up to 20 weeks' paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks' paid leave for non-primary caregivers.
  • 2 days of paid volunteer leave and donation matching.
  • Up to 12 months' gender affirmation leave, including 6 weeks' paid leave.
  • Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations.
  • Access to a wide range of salary packaging options.
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription.

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