Wealth Management Specialist

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time

About the Role

We are seeking a skilled Private Wealth Advisor to join our team. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke investment and strategic advice tailored to their unique needs.

Main Responsibilities:

  • Deliver exceptional wealth solutions to clients through expert financial planning and investment advice.
  • Build and nurture trusted relationships with clients, ensuring seamless and personalized service.
  • Collaborate with internal teams and external professionals to promote our private banking services and onboard new clients.
  • Contribute to initiatives that drive innovation and reinforce our position as a leading private bank.

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.

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