Expert Private Wealth Strategist

4 days ago

Perth, Western Australia beBeeInvestments Full time $180,000 - $240,000
About Senior Private Wealth Advisor Role

We are seeking a skilled and experienced Senior Private Wealth Advisor to join our team. As a key member of our organization, you will be responsible for delivering bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families.

Your primary goal will be to build and nurture trusted relationships with clients, ensuring an exceptional and seamless experience. You will also oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.

In this role, you will have the opportunity to attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote our services and onboard new clients.

Key Responsibilities:
  • Deliver customized financial and investment advice to high-net-worth individuals and their families.
  • Build and maintain strong relationships with clients through effective communication and exceptional service.
  • Oversee and prepare advice and review documents, ensuring compliance with industry regulations.
  • Collaborate with internal teams and external professionals to promote our services and onboard new clients.
Requirements:
  • Fulfillment of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
  • A proven track record of delivering compliant and tailored financial and investment advice.
  • Strong leadership skills and a collaborative mindset, with a passion for mentoring others.
  • Exceptional presentation skills, both in personal interactions and deliverables.
Benefits:
  • Ongoing professional development and training opportunities.
  • A dynamic and supportive work environment.
  • The chance to make a meaningful impact on the lives of our clients.
About Us:

We are a leading provider of wealth management services, dedicated to empowering high-net-worth individuals and their families to achieve their financial goals. Our team is passionate about delivering exceptional service and expertise, and we are committed to fostering a diverse and inclusive workplace culture.

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