Private Wealth Strategist

4 days ago

Perth, Western Australia beBeeInvestment Full time $120,000 - $150,000

Join a team of investment professionals who shape the future of private wealth management. Reporting to the Executive Manager – Private Wealth Distribution, this role plays a key part in our business areas.

About the Role

We are seeking an Investment Director to present and position our investment proposition to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role works closely with our broader business areas to discuss investment opportunities across multiple asset classes, including fixed income solutions, direct and managed equities, property, structured solutions and alternatives.

Key Objectives
  • Presentation and positioning of our investment proposition to HNW and UHNW clients
  • Discussion of investment opportunities across multiple asset classes
  • Educating, training and coaching of Private Bankers regarding investment opportunities and markets
Benefits

This role offers a unique opportunity to develop new business leads and opportunities from existing relationships. We provide access to best-in-class investment opportunities, ensuring our clients achieve their financial goals.

What You'll Need

To succeed in this role, you will need:

  • Strong knowledge of investment markets and products
  • Excellent communication and presentation skills
  • Able to work closely with cross-functional teams

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