Elevate Customer Experience

1 week ago

Gold Coast, Queensland, Australia beBeePrivateWealth Full time $100,000 - $120,000

Job Description:

As a Private Wealth Associate, you will be responsible for delivering high-quality advice solutions to ultra high net worth (UHNW) customers. You will support Senior Private Wealth Advisers in growing the business through portfolio management, successful relationships, technology, and data use.

The Role:

  • Support Senior Private Wealth Advisers in delivering client outcomes
  • Manage new and ongoing customer files to ensure compliance and accurate implementation
  • Contribute to ongoing conversations with high net worth customers to understand their needs and requirements
  • Actively coach and collaborate with support teams and internal referral partners
  • Contribute to the overall well-managed business from a risk and process perspective

Required Skills and Qualifications:

To succeed in this role, you should possess:

  • A resilient and fast-paced mindset with a strong growth attitude
  • Strong communication skills and influencing capability
  • Ability to use initiative and work independently
  • Excellent personal organization and time management skills
  • Sound technical knowledge enabling best outcomes for customers

Benefits:

At our company, you will have access to flexible working arrangements, health and wellbeing services, and discounts on selected products and services.

Join Our Team:

Our team is diverse and inclusive, providing a supportive environment where everyone can thrive. We are committed to building a future where people and communities prosper.

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