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High-Net-Worth Investment Strategist

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Perth, Western Australia beBeeInvestment Full time $180,000 - $250,000
Delivering Exceptional Wealth Solutions

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

Key Responsibilities

You will oversee bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building trusted relationships is central to your role, ensuring a seamless client experience.

  • Attracting and retaining high-value clients is crucial.
  • Collaborating with internal teams and external professionals to build strong networks.
  • Preparing and reviewing advice documents, upholding the highest standards of professionalism and compliance.

Our team is dedicated to driving outcomes and fostering a supportive environment where everyone contributes ideas and expertise.