High Net Worth Client Associate

23 hours ago


Sydney, New South Wales, Australia beBeeCareer Full time $120,000 - $140,000

Job Overview

We are seeking a highly motivated and results-driven individual to join our team as an Account Associate. This role offers exciting opportunities for career development and professional growth in a dynamic and supportive environment.

In this position, you will work closely with our front-office investment teams and high-net-worth clients to deliver exceptional service and drive business growth. You will have the flexibility to enjoy up to 6 weeks of leave, allowing you to pursue your passions and interests outside of work.

Main Responsibilities

  • Client Service: Work collaboratively with investment teams to deliver high-quality service to clients, developing and maintaining strong relationships with high-net-worth clients.
  • Market Insights: Provide market insights and analysis to inform client investment decisions, ensuring compliance with regulatory requirements.
  • Record Keeping: Maintain accurate records and reports to ensure seamless operations and meet regulatory standards.

Benefits

We offer a competitive salary package and a range of benefits, including flexible working arrangements and professional development opportunities. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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