Wealth Advisory Expert

5 days ago

Sydney, New South Wales, Australia beBeeAdvisor Full time $1,200,000 - $1,500,000

At our firm, we're seeking a seasoned professional to lead and manage client relationships. As a key member of our team, you will be responsible for conducting progressive client reviews and developing tailored financial strategies.

About the Role
  • Lead and manage high-net-worth clients, delivering exceptional wealth advisory services.
  • Develop and implement comprehensive financial plans, taking into account clients' unique goals and objectives.
  • Collaborate with colleagues across divisions to provide holistic solutions for clients' financial lives.
Your Qualifications
  • A degree in Commerce, Economics, or a related field.
  • 5+ years of experience in financial planning or advice.
  • A passion for mentoring and developing high-performing teams.
  • Strong client service orientation and communication skills.
  • Proficiency in Word, Excel, and Xplan.
What We Offer
  • Clear and proven career progression pathways.
  • Flexible working arrangements to support work-life balance.
  • Ongoing technical and soft skills training to support your career goals.
  • Mentorship opportunities to develop junior team members.
About Us

We are a leading network of Chartered Accountants and business advisors, committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

We focus on deeply understanding clients' needs and tailoring solutions that go beyond traditional accounting and advisory services.

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