Private Client Strategist

2 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $180,000
High-Net-Worth Private Client Advisor

This role involves driving growth in the acquisition of high-net-worth clients. To excel, you will need to collaborate with senior directors to deliver tailored investment solutions and provide permanent career opportunities with a leading financial institution.

Key Responsibilities:

  • Built deep client relationships in the high-net-worth sector.
  • Successful client acquisition and business development within private banking, investment, or wealth management.
  • Delivering holistic banking, wealth, and investment solutions for private clients.
  • Collaboration across teams and business segments.
  • Risk and compliance knowledge, including anti-money laundering and know your customer obligations.

Requirements:

  1. Proven experience in building deep client relationships in the high-net-worth sector.
  2. A track record of successful client acquisition and business development within the Banking, Investment, or Wealth industry.
  3. Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.
  4. Demonstrated ability to collaborate effectively across teams and business segments.
  5. Sound risk and compliance knowledge, including AML/KYC obligations and client due diligence.

Application Information:
Please confirm your eligibility to work in the country to which you are applying.

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