Strategic Asset Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $145,000
Expert Investor Counsellor Required

The position of Expert Investor Counsellor involves building long-term relationships with high-net-worth clients and providing exceptional investment advice.

Key Responsibilities:
  • Collaborate with internal teams to deliver outstanding service to clients, ensuring alignment of our compensation structure with their best interests.
  • Proactively connect with clients on a quarterly basis to review asset allocation and ensure we're on track to meet their long-term financial goals.

To be successful in this role, you will have 5+ years of experience creating and building new client relationships in the investment industry. You should also possess knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures.

Requirements:
  • University degree or suitable graduate diplomas or equivalent combination of experience.
  • A consultative approach with an emphasis on client focus.
Benefits:
  • Competitive salary
  • Super contributions
  • Annual leave
  • Paid holidays
  • Employee assistance program
  • Other benefits

If you are passionate about delivering exceptional client service and have a desire to grow with a company that prioritizes its employees, this could be the ideal opportunity for you.

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