Senior Wealth Strategist

1 day ago

Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $250,000
Private Wealth Management

As a Private Wealth Advisor, you will work closely with high net worth individuals and families to create comprehensive wealth management plans.

Wealth Management enables clients to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients.

PWM specializes in creating customized wealth management strategies for high net worth individuals and families, as well as select institutions. Private Wealth Advisors deliver an unparalleled investment platform inclusive of the full product offerings of Goldman Sachs and beyond.

Private Wealth Advisors serve as trusted advisors to their clients, delivering high-level service and an unparalleled investment platform. They also serve as their clients' bridge to additional resources.

Key Responsibilities:

  • Deliver Comprehensive Wealth Management Plans: Develop and implement customized wealth management strategies to meet the unique needs of high net worth individuals and families.
  • Provide Financial Planning, Investment Management, Banking, and Comprehensive Advice: Work closely with clients to understand their financial goals and objectives, providing tailored solutions to help them achieve success.
  • Develop and Implement Customized Wealth Management Strategies: Utilize extensive knowledge of financial markets and products to develop and implement comprehensive wealth management plans.
  • Collaborate with Clients: Serve as a trusted advisor to clients, working closely with them to understand their financial goals and objectives.

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