High Net Worth Investment Advisor

4 days ago

Adelaide, South Australia beBeeExpert Full time $110,000 - $170,000
Investment Expert Job

We empower affluent individuals and families with expert investment services, innovative thinking, and robust risk management strategies.

Our advantage lies in bringing together diverse experts and empowering them to create new opportunities.

  • Deliver tailored investment advice and strategic guidance to meet the unique needs of high-net-worth individuals and their families.
  • BUILD strong relationships with clients, ensuring a seamless and exceptional experience.
  • Oversee and prepare comprehensive advice and review documents, upholding the highest standards of professionalism and compliance.
Main Responsibilities:
  • Attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote the bank and onboard new clients.
  • Contribute to initiatives that drive innovation and reinforce the bank's position as Australia's leading investment-focused private bank.
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.
  • Exceptional presentation skills, both in personal interactions and deliverables.
  • The ability to build trusted, long-term relationships with clients and cultivate networks that bring new clients to the bank.
Key Skills:

In this role, you will have the opportunity to develop and utilize your skills in

  • Financial planning and wealth management
  • Investment analysis and portfolio management
  • Client relationship building and account management
  • Compliance and regulatory affairs
What We Offer:

As a valued member of our team, you can expect

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment
  • The chance to work with a leading financial institution

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