Leadership Opportunities in Financial Services

5 days ago


Cairns, Queensland, Australia beBeeWealthManagement Full time $180,000 - $250,000

Wealth Management Expert Wanted for Leadership Role

About the Job

Our prominent client, a leading accounting and advisory firm, is seeking a senior professional to lead its national Wealth Management practice. This exciting opportunity comes at an ideal time for the firm, with its steep growth trajectory creating a need for strong leadership and capacity across North Queensland.

The successful candidate will play a pivotal role in advancing the business strategy and driving the firm's growth. A dynamic leader with a strong growth mindset, you will be passionate about innovation, client relationship cultivation, and fostering a culture of continuous improvement.

Key Responsibilities
  • Provide wealth management and other financial services to individuals, families, SMEs, and institutions.
  • Maintain up-to-date knowledge of relevant financial and economic drivers, investment opportunities, risk management strategies, legislative influences, and local and international markets.
  • Develop the practice and team through business development aptitude, strong business leadership skills, and collaboration with internal and external stakeholders.

To excel in this role, you should have:

Required Skills and Qualifications
  • 5-8+ years' experience in wealth management and related financial services.
  • A contemporary understanding of all aspects of wealth management.
  • Business development aptitude, strong business leadership skills, and ability to develop the practice and team.
  • Ability to collaborate with various internal and external stakeholders.
  • Driven and proactive approach with an 'entrepreneurial mindset'.

We offer competitive benefits, including the opportunity to work with a talented team and contribute to the firm's success.

Please lodge your application via the link provided. For specific enquiries, please contact us referencing the job reference number.



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