Wealth Solutions Expert

6 days ago

Sydney, New South Wales, Australia beBeeCustomerService Full time $60,000 - $80,000
Integrated Wealth Solutions Specialist

We are seeking an Integrated Wealth Solutions Specialist to join our specialist division, providing market-leading integrated wealth solutions for advisers and their clients.

This is an exciting opportunity to work with a national team of experts, connecting with our clients and Financial Advisors, and helping to resolve their issues quickly and with empathy.

You will work alongside and communicate with Financial Advisors to assist with the delivery of financial products and services, utilizing advanced systems to manage communication via live chat and phone calls.

Your ability to ask insightful questions and provide effective solutions will help resolve client issues in real-time. You will also identify and escalate issues to supervisors, look for opportunities to improve best practice guides, and direct queries to support teams as needed.

Key Requirements
  • 1+ year of experience in wealth management, superannuation, or related fields within a contact centre environment
  • High accuracy and typing skills for effective use of live chat platforms
  • Critical thinking skills to navigate and resolve complex client issues, providing advice on products and services
  • Excellent customer service skills with empathy and timely query resolution
About Our Workplace

We foster a diverse, equitable, and inclusive workplace, encouraging applicants from all backgrounds and welcoming all identities. We are committed to providing reasonable adjustments during recruitment and employment.

  • Executive Director of Wealth Solutions

    2 weeks ago

    Sydney, New South Wales, Australia beBeeWealth Full time $120,000 - $200,000

    Senior Wealth Project ManagerAbout This Role:This role will oversee the development and implementation of strategies to drive business growth and customer satisfaction in Private Banking and Financial Services.The incumbent will support the Advice Product team in delivering exceptional wealth management solutions by managing multiple projects simultaneously...

  • Sales Specialist, Wealth Solutions

    4 days ago

    Sydney, New South Wales, Australia London Stock Exchange Group Full time

    Sales Specialist, Wealth Solutions**Position Summary****Role Responsibilities**- Structure, negotiate and close deals- Proactively identify pipeline opportunities- Execute the sales strategy for the Wealth proposition within the Pacific market- Assist internal stakeholders (Market Development & Sales Management) to develop and refine the sales strategy for...

  • Senior Wealth Solutions Advisor

    1 week ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $80,000 - $120,000

    Client Service ConsultantEnhance client satisfaction by delivering integrated wealth solutions that meet the needs of advisers and their clients.">Work with a national team of experts to provide market-leading financial products and services.Key Qualifications:At least 1 year of experience in wealth management, superannuation, or related fields within a...

  • Wealth Solutions Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeClientService Full time $75,000 - $91,000

    As a Client Service Consultant, you'll be part of a national team of experts.We offer integrated wealth solutions for financial advisers and their clients. Your role will involve connecting with our clients and financial advisors to resolve issues quickly and with empathy.Your Key ResponsibilitiesWork alongside financial advisors to deliver financial...

  • Sales Specialist, Wealth Solutions

    7 days ago

    Sydney, New South Wales, Australia London Stock Exchange Group Full time

    **Position Summary****Role Responsibilities**- Structure, negotiate and close deals- Proactively identify pipeline opportunities- Execute the sales strategy for the Wealth proposition within the Pacific market- Assist internal stakeholders (Market Development & Sales Management) to develop and refine the sales strategy for the Wealth proposition.- Provide...

  • Sales Specialist, Wealth Solutions

    7 days ago

    Sydney, New South Wales, Australia Lseg (London Stock Exchange Group) Full time

    Position SummaryRole Responsibilities- Structure, negotiate and close deals- Proactively identify pipeline opportunities- Execute the sales strategy for the Wealth proposition within the Pacific market- Assist internal stakeholders (Market Development & Sales Management) to develop and refine the sales strategy for the Wealth proposition.- Provide insights...

  • Expert Wealth Strategist

    5 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $200,000

    We are seeking a seasoned Private Wealth Advisor to join our team. As an expert in wealth strategy, you will be responsible for delivering bespoke investment and strategic advice to high-net-worth individuals and their families.Your key responsibilities will include:Developing and implementing tailored financial planning strategies that meet the unique needs...

  • Wealth Services Expert

    1 week ago

    Sydney, New South Wales, Australia beBeeClientService Full time $90,000 - $130,000

    **Job Title:** Client Service ConsultantWe are seeking a skilled and empathetic individual to join our specialist Wealth division as a Client Service Consultant. As part of our national team of experts, you will be responsible for connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy.About the Role:

  • Wealth Advisory Expert

    5 days ago

    Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $180,000

    Role OverviewWe are seeking a highly skilled Wealth Advisory Expert to shape the future of wealth advisory and elevate their career in a firm that prioritises client outcomes, professional growth, and meaningful relationships.Our fee-only, client-first model allows you to deliver truly impactful advice with low advisor-to-client ratios. You will work in an...

  • Wealth Solutions Partner

    2 weeks ago

    Sydney, New South Wales, Australia Findex Full time $90,000 - $120,000 per year

    Job Description Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction? Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom? Do you enjoy working collaboratively across divisions and unlocking further advice opportunities...