Private Financial Strategist

4 days ago

Melbourne, Victoria, Australia beBeeAdviser Full time $120,000 - $180,000
About Our Private Wealth Services

We cater to high-net-worth individuals and families by delivering cutting-edge investment solutions. Our team combines innovation, robust risk management, and market expertise to empower clients in achieving their financial goals.

With a strong focus on client relationships and exceptional service, our private wealth advisers play a pivotal role in shaping the future of our clients' financial success.

What Role Will You Play?

As a private wealth adviser, you will develop bespoke investment strategies tailored to the unique needs of high-net-worth individuals and their families. Building trust with clients is crucial, ensuring an outstanding experience throughout your partnership.

You will be responsible for preparing and reviewing advice documents while maintaining the highest standards of professionalism and compliance. This position requires strong communication skills, both in personal interactions and deliverables.

Your key responsibilities include attracting and retaining high-net-worth clients, building professional networks, and collaborating with internal teams and external experts to promote our services and onboard new clients.

Key Qualifications and Skills
  • Fully qualified and registered financial adviser (compliance with FASEA requirements)
  • A proven track record of delivering compliant financial planning strategies and tailored investment advice
  • Exceptional presentation skills and ability to build long-term client relationships
  • Established professional networks or ability to cultivate new connections
Why Join Our Team?
  • Benevolent leave policy, flexible working arrangements, and opportunities for growth and development
  • Supportive work environment, focusing on employee wellbeing and satisfaction
About Us

We are a leading provider of financial services, dedicated to empowering individuals and families through expert advice and innovative solutions. Our commitment to excellence drives us to continuously improve and expand our offerings to meet the evolving needs of our clients.

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