Senior Investment Advisor

1 week ago

Perth, Western Australia beBeeWealth Full time $180,000 - $200,000
Unlocking Prosperity in Wealth Management

We empower high-net-worth individuals and families with investment expertise and innovative thinking. Our goal is to deliver exceptional wealth solutions by investing in technology that streamlines compliance and operational efficiency.

The Role Involves:
  • Tailoring bespoke investment and strategic advice to the unique needs of high-net-worth individuals and their families.
  • Nurturing trusted relationships to ensure an exceptional client experience.
  • Overseeing and preparing professional advice and review documents while maintaining the highest standards of professionalism and compliance.
  • Collaborating with internal teams and external professionals to promote our wealth management services.

You will be part of a global financial group operating in 31 markets, working in a friendly and supportive team where everyone contributes ideas and drives outcomes.

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