High-Net-Worth Investment Specialist

2 weeks ago

Adelaide, South Australia beBeeFinancial Full time $160,000 - $220,000

We provide tailored investment and strategic guidance to high-net-worth individuals and families, leveraging market-leading expertise and innovative risk management solutions.

Key Responsibilities:

  • Deliver bespoke investment advice that meets the unique needs of high-net-worth clients.
  • Establish strong relationships with clients through exceptional communication and a seamless client experience.
  • Oversee the creation and review of advice documents, ensuring compliance and professionalism.

About Our Business:

  • Our company operates in 31 global markets, boasting 56 years of unbroken profitability.
  • Our mission is to empower diverse people to shape various opportunities.

What We Offer:

  • Compliance with relevant regulations and registration on professional registers.
  • A proven track record of delivering compliant financial planning strategies and investment advice.
  • Excellent presentation skills for personal interactions and deliverables.

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