High Net Worth Investment Specialist

6 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $85,000 - $105,000

We empower high-net-worth individuals and families by combining market-leading investment expertise with innovative thinking and robust risk management strategies.

Our commitment to investing in technology streamlines compliance and operational efficiency, allowing you to focus on building trusted client relationships and delivering exceptional wealth solutions.

You'll be part of a collaborative team environment where everyone contributes ideas and drives outcomes.

Bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families is central to your role.

You will also oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.

  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia is required.
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice is necessary.
  • Exceptional presentation skills, both in personal interactions and deliverables are expected.
  • The ability to build trusted, long-term relationships with clients is crucial.

In this role, you will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote our private banking services and onboard new clients.

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