Expert Financial Advisor

4 days ago

Adelaide, South Australia beBeeInvestment Full time
Private Wealth Strategist

We offer expert investment guidance to high-net-worth individuals and families. Our dedicated team empowers clients with tailored advice, innovative thinking, and robust risk management.

By leveraging cutting-edge technology and industry expertise, we streamline compliance and operational efficiency, enabling you to focus on building trusted relationships and delivering exceptional wealth solutions.

Our unique approach combines diverse perspectives and encourages collaboration, driving innovative possibilities in the financial services sector.

Your Key Responsibilities

As a Private Wealth Strategist, you will:

  • Deliver bespoke investment and strategic advice tailored to the unique needs of high-net-worth clients
  • Build and nurture long-term relationships, ensuring an exceptional client experience
  • Oversee and prepare advice and review documents, maintaining the highest standards of professionalism and compliance
  • Attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote our private bank
What We Offer

You'll have access to a wide range of benefits, including:

  • Wellbeing leave days and additional service bonus leave days
  • Paid parental leave and transition leave for primary caregivers
  • 6 weeks' paid leave for non-primary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Access to Employee Assistance Program and wellbeing benefits
  • Salary packaging options and reimbursement for professional membership or subscription
  • Hybrid and flexible working arrangements
About Our Team

Join a diverse, equitable, and inclusive workplace where everyone contributes ideas and drives outcomes. We welcome people from all backgrounds and are committed to fostering a supportive environment.

Learn more about our commitment to diversity, equity, and inclusion by contacting our team through this link.

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