Wealth Growth Specialist

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $160,000

About This Role:

We are seeking a highly skilled Financial Strategist to join our team. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Main Responsibilities:

  • Develop and manage high-net-worth clients' portfolios, providing personalized investment advice and strategies.
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
  • Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Necessary Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • Proven track record of managing and growing a portfolio of high-net-worth clients.
  • Strong knowledge of financial products, investment strategies, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to build and maintain long-term client relationships based on trust and integrity.
  • Proficiency in financial planning software and tools.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Benefits Package:

  • Competitive salary and performance-based incentives.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional development and career advancement.
  • Supportive and collaborative work environment.

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