Wealth Planning Specialist

11 hours ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $120,000 - $180,000
Private Wealth Advisory Expert

This is a highly sought-after position for individuals who excel in providing bespoke investment and strategic advice to high-net-worth clients.

As a Private Wealth Advisory Expert, you will be responsible for empowering your clients with market-leading investment expertise, innovative thinking, and robust risk management strategies.

Delivering tailored financial planning wealth strategies and investment advice, you will attract and retain high-net-worth clients by building trusted relationships and promoting the bank's services.

Key Responsibilities:
  • Develop and implement compliant financial planning and wealth strategies for high-net-worth clients
  • Collaborate with internal teams and external professionals to onboard new clients and promote the bank's services
  • Mentor junior advisors and contribute to initiatives that drive innovation and growth
About You
  • Hold a relevant professional qualification and registration on the ASIC Financial Advice Register in Australia
  • Possess a strong track record of delivering compliant financial planning and wealth strategies
  • Demonstrate excellent leadership skills, a collaborative mindset, and a passion for mentoring others

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