High Net Worth Investment Specialist

4 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $150,000

We offer high-net-worth individuals and families exceptional investment advice, tailored to their unique needs.

Key Responsibilities

You will deliver expert investment guidance, build trusted relationships, and provide bespoke financial solutions.

Your role will involve reviewing client portfolios, providing strategic advice, and upholding the highest standards of professionalism and compliance.

Necessary Skills and Qualifications
  • Fulfillment 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
  • Exceptional presentation skills and ability to build trusted, long-term relationships with clients
About Us

We foster a diverse, equitable, and inclusive work environment, encouraging applicants from all backgrounds and identities.

Benefits and Perks
  • Wellbeing leave days, service bonus leave days, paid parental leave, transition leave, and gender affirmation leave
  • Volunteer leave, donation matching, health benefits, and flexible working arrangements
Our Commitment to Excellence

We prioritize innovation, risk management, and operational efficiency, empowering our clients to achieve their full potential.

  • High Net Worth Investment Specialist

    7 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000

    As a wealth adviser, you will empower high-net-worth individuals and families to achieve their financial goals through market-leading investment expertise, innovative thinking, and robust risk management.Key ResponsibilitiesDeliver tailored investment advice and strategic planning to meet the unique needs of high-net-worth clients.Nurture trusted...

  • High Net Worth Investment Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $240,000

    As a specialist in high-net-worth investment and strategic advice, you will deliver tailored solutions to individuals and families seeking exceptional financial guidance.This role involves building trusted relationships and delivering bespoke advice that meets the unique needs of each client. Your expertise will be invaluable in helping clients achieve their...

  • High Net Worth Investment Lead

    3 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000

    Unlock your potential as a leader in our Private Wealth research team, driving bespoke investment consulting services for ultra-high-net-worth clients. Thrive in a dynamic environment that fosters professional growth and development. Flexible work options enable you to work smarter and achieve a better work-life balance.About the RoleWe are seeking an...

  • High Net Worth Investment Strategist

    7 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $250,000

    Job Description:We are seeking a seasoned Investment Director to join our team. As an Investment Director, you will play a pivotal role in enhancing the financial wellbeing of our clients and communities across generations.The successful candidate will have expertise in improving business outcomes through strategic investment decisions. You will be...

  • High Net Worth Investment Specialist

    7 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    Job Description">We strive to deliver exceptional service and trusted advice to high net worth individuals who have the intention to invest or borrow.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.Backed by superior research capabilities...

  • High Net Worth Banking Expert

    7 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $170,000

    High-Net-Worth Banking CareerDevelop a portfolio of high-net-worth clients and deliver tailored financial services.About the RoleAs a High-Net-Worth Banking expert, you will work closely with clients to understand their unique financial needs and goals. You will develop and implement personalized financial strategies to help your clients achieve their...

  • High Net Worth Specialist

    5 days ago

    Melbourne, Victoria, Australia beBeePrivate Full time $160,000 - $240,000

    Key Roles and Responsibilities:Develop a portfolio of high-net-worth Private Banking client relationships.Drive the growth of existing and new-to-bank clients.We're seeking to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. Our comprehensive offering is built around their goals and backed by the financial...

  • High Net Worth Financial Planner

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWealth Full time $90,000 - $120,000

    Financial Advisor PositionWe are seeking a skilled and experienced Financial Advisor to join our team in Melbourne, Australia. This is a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis Financial Advisor position requires a deep understanding of the financial...

  • High Net Worth Client Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000

    Manage high net worth client portfolios, attract new business and develop relationships by providing lending expertise and wealth management advice in a full-time permanent position.Key ResponsibilitiesPortfolio Management: Manage a portfolio of high net worth clients to achieve financial goals and objectives.Business Development: Attract new business and...

  • High Net Worth Client Strategist

    7 days ago

    Melbourne, Victoria, Australia beBeeStrategist Full time $120,000 - $150,000

    Job DescriptionAs a key member of our team, you will be responsible for cultivating and managing a portfolio of high-net-worth clients. Your expertise in delivering bespoke banking and wealth solutions will enable you to establish deep, trusted relationships with these clients.">Key ResponsibilitiesIdentify and pursue new business opportunities through...