Private Wealth Professional

3 days ago

Sydney, New South Wales, Australia beBeeClient Full time

Seeking a dynamic and results-driven professional to join our Private Wealth team in Sydney. The ideal candidate will have 3+ years of experience in client-facing roles within funds management or private wealth.

Key responsibilities include:

  • Providing high-quality support to key account managers, ensuring seamless client engagement.
  • Responding to client and adviser queries professionally and accurately.
  • Coordinating client appointments, seminars, roadshows, and engagement activities.

The successful candidate will be passionate about investment management and familiar with multiple asset classes. They will communicate clearly, work well in a collaborative team environment, and be detail-oriented with excellent time management skills.

We offer a range of benefits including work-from-anywhere flexibility, an annual wellbeing allowance, and study support opportunities.

Our company values diversity and inclusion, and we encourage applications from Aboriginal and Torres Strait Islander Peoples.

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