Building a Successful Wealth Management Career

1 week ago

Melbourne, Victoria, Australia beBeeExpert Full time $90,000 - $110,000
Financial Services Expert

Establish a successful wealth management practice by managing varied client portfolios, receiving extensive training, and advancing your career in this full-time opportunity.

Build solid client relationships and assist clients in making better investment decisions by providing integrated financial services that address their portfolio needs.

  • Grow a portfolio of B2C wealth management clients
  • Manage and support clients with a personalized advisory approach
  • Grow assets under management by identifying client needs and recommending opportunities
  • Conduct in-depth reviews to identify personal and financial needs and deliver tailored wealth management solutions
  • Deliver needs-based solutions through effective communication and influencing
  • Gather information to assess potential impacts and identify risks and opportunities for the client

Our focus includes UK pension transfers, QROPS advice, Australian superannuation rollover, lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning

Key Skills Required:

  • Graduate Diploma or Degree equivalent in Financial Planning
  • Strong sales acumen and experience with face-to-face client interaction
  • Service-focused with strong numerical and analytical skills and attention to detail
  • Experience with high net worth clients is desirable but not essential
  • Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous
  • Trustworthy, professional team player with a drive to deliver quality service
  • Sound judgement and ability to analyse investment risks
  • Ambition and drive to achieve targets

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