Current jobs related to Financial Services Professional - Sydney, New South Wales - beBeeCustomer


  • Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...


  • Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...


  • Sydney, New South Wales, Australia beBeeInvestmentBanking Full time $80,000 - $150,000

    Financial Services ProfessionalThe Financial Services Professional plays a crucial role in assisting clients with their financial needs and providing strategic advisory services for mergers, acquisitions, and other complex transactions.Key Responsibilities:Assist in executing business activities related to financial servicesContribute to building the...


  • Sydney, New South Wales, Australia Volkswagen Financial Services Australia Full time

    Posted: 23/05/2025- Closing Date: 22/06/2025- Job Type: Permanent- Location: 24 Muir Road Chullora 2190- Job Category: PermanentVolkswagen Financial Services Australia is a leading provider of competitive finance and insurance products to over 1200 retailers across Australia representing automotive brands within the Volkswagen Group including: Audi, ŠKODA,...


  • Sydney, New South Wales, Australia beBeeExpert Full time $80,000 - $120,000

    Job Title: Financial Services Expert">About the Role:">We are seeking a skilled and motivated professional to join our team as a Financial Services Expert. In this role, you will be responsible for providing expert advice and support to clients in the financial services sector.">Key Responsibilities:">• Conduct market research and analysis to identify...


  • Sydney, New South Wales, Australia beBeeCustomer Full time $60,000 - $90,000

    Job OverviewWe are seeking a dedicated Financial Services Professional to join our Retail Banking team. As the public face of our bank, this role delivers a seamless banking experience to our customers.The successful candidate will have in-depth conversations with customers to understand their financial needs and provide solutions through education and...


  • Sydney, New South Wales, Australia beBeeFundAccountant Full time $100,000 - $163,333

    Job Title: Senior Fund AccountantWe are seeking an experienced and skilled professional to provide high-quality financial services to clients.The ideal candidate will possess a strong background in fund accounting, with excellent technical skills including knowledge of financial instruments, NAV preparation, tax/distribution calculations, and financial...


  • Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $140,000

    Unlock Your Potential in a Rewarding CareerWe are seeking a skilled and motivated individual to join our team as a Financial Services Professional.Build long-lasting relationships with clients by understanding their unique financial needs and goals.Conduct thorough reviews of clients' financial circumstances, current provisions, and future...


  • Sydney, New South Wales, Australia beBeeTransaction Full time $120,000 - $160,000

    About the RoleThis position involves building and managing relationships with multiple clients and teams to deliver integrated services. We're seeking an experienced professional with expertise in transaction diligence, mergers and acquisitions, and financial analysis.Responsibilities include:Analyzing financial results of targets through reviewing diligence...

Financial Services Professional

3 weeks ago


Sydney, New South Wales, Australia beBeeCustomer Full time $90,000 - $110,000

As a Financial Services Professional, you will play a pivotal role in providing exceptional customer service and support. Your expertise will be utilized to manage accounts, offer tailored advice and solutions, and build strong relationships with clients.

Main Responsibilities:
  • Assist customers with banking needs and provide personalized advice and guidance.
  • Help clients open accounts and effectively manage their finances.
  • Offer expert guidance on financial products and services.
  • Develop and maintain strong customer relationships to deliver a superior banking experience.
  • Deliver outstanding customer service and contribute to overall client satisfaction.
Key Skills and Qualifications:
  • A positive attitude and resilience in the face of dynamic environments.
  • The ability to thrive in diverse settings with varied tasks and responsibilities.
  • Proven experience in meeting and exceeding performance targets while delivering exceptional service.
  • Excellent communication skills and strong time management abilities.
  • Fluency in French or Japanese is highly desirable.
Benefits of Working with Us:
  • Competitive offers on financial products and discounts from leading brands.
  • Flexible work arrangements to support a healthy work-life balance.
  • Tailored learning and development opportunities to enhance your career within our organization.