Elite Investment Specialist

2 weeks ago


Adelaide, South Australia beBeeInvestment Full time $140,000 - $180,000

We deliver exceptional wealth solutions and build trusted relationships by leveraging market-leading investment expertise and innovative thinking.

Our advantage is bringing together diverse people and empowering them to shape possibilities. As a global financial services group operating in multiple markets, you'll be part of a friendly team where everyone contributes ideas and drives outcomes.

Role Overview:

You will provide bespoke investment advice tailored to the unique needs of high-net-worth individuals and families, building and nurturing trusted relationships for an exceptional client experience.

Key responsibilities include overseeing and preparing advice documents upholding the highest standards of professionalism and compliance.

As a wealth adviser, you will attract and retain clients, build networks, and collaborate with internal teams and external professionals.



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