High Net Worth Advisor

12 hours ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $160,000 - $200,000
Job Opportunity

This position empowers affluent individuals and families with high-caliber investment expertise, innovative thinking, and robust risk management.

Key Responsibilities
  • Deliver personalized investment and strategic advice tailored to the unique needs of affluent individuals and their families.
  • Nurture trusted relationships with clients to ensure an exceptional and seamless client experience.
  • Oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.
  • Attract and retain affluent clients, build networks, and collaborate with internal teams and external professionals to promote business growth and onboard new clients.
Requirements
  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.
  • Strong leadership skills and a collaborative mindset, with a passion for mentoring others.
  • Exceptional presentation skills, both in personal interactions and deliverables.
  • The ability to build trusted, long-term relationships with clients.

In this role, you will have the opportunity to mentor junior advisers, share your expertise, and foster their professional growth. You will also contribute to initiatives that drive innovation and reinforce business excellence.

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