Senior Wealth Project Coordinator

1 week ago

Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $200,000

Job Summary:

We are seeking a skilled Senior Wealth Project Manager to oversee the delivery of high-quality projects within our Private Banking segment. The ideal candidate will have a strong background in wealth management and excellent leadership skills.

About the Role:

The successful candidate will be responsible for supporting the oversight of products and services, collaborating with cross-functional teams to ensure timely project delivery, and working closely with stakeholders to identify and prioritize business requirements.

Key Responsibilities:

  • Support the delivery of high-quality projects within the Private Banking segment.
  • Collaborate with cross-functional teams to ensure timely project delivery.
  • Work closely with stakeholders to identify and prioritize business requirements.

Requirements:

  • Proven experience in wealth management or a related field.
  • Strong leadership and project management skills.
  • Excellent communication and interpersonal skills.

Preferred Qualifications:

  • Postgraduate degree in a relevant field.
  • Professional certifications, such as CFP or CAIA.

About Our Team:

Our team is passionate about delivering high-quality results and making a meaningful impact on our clients' lives. We value innovation, teamwork, and continuous learning.

We Offer:

A dynamic and supportive work environment that fosters growth and development.

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