Client-Facing Wealth Management Specialist

5 days ago

Melbourne, Victoria, Australia beBeeAdviser Full time $110,000 - $143,000
About the Opportunity

This is an exceptional chance to take on a client-facing role at a highly regarded, privately owned wealth management firm with a strong track record advising high-net-worth clients and Self-Managed Super Funds.

You'll work alongside senior professionals, delivering tailored strategies, deepening client relationships, and building technical and commercial expertise to become a fully qualified adviser.

  • Guidance through your Professional Year if not yet completed
  • Immediate client-facing responsibilities if you've already completed your Professional Year
Key Responsibilities
  • Partner with senior advisers on bespoke investment and wealth management strategies for HNW clients and SMSFs
  • Prepare and present portfolio reviews, investment proposals, and strategic advice documents
  • Conduct in-depth market research and contribute to investment strategy discussions
  • Manage and execute market orders across relevant trading systems
  • Maintain accurate client records in platforms
  • Participate in client meetings, contributing to relationship management and advice delivery
  • Ensure compliance with all regulatory and ethical standards
About You
  • Proven experience in broking, funds management, or private wealth advice (essential)
  • Degree-qualified in finance, economics, commerce, or related discipline
  • Completed or currently undertaking Professional Year (PY)
  • Compliant with RG146 (or willing to obtain)
  • Strong technical skills in portfolio construction, investment analysis, and financial modelling
  • Excellent communication and relationship-building skills
  • High attention to detail, initiative, and commercial acumen
  • Proficient in Excel; coding skills highly regarded

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