Private Wealth Strategist

2 days ago

Melbourne, Victoria, Australia beBeeSpecialist Full time $120,000 - $160,000

High-net-worth clients seek tailored financial solutions from our Private Banking team. As a Senior Private Wealth Specialist, you will cultivate and expand relationships with existing and new clients through the growth of their portfolios.

Our comprehensive offering is designed around each client's goals and backed by the financial resources of one of the World's leading Financial Institutions. We aim to create enduring financial advantages for generations of our clients and their families.

As part of a 200-year-old business with a rich history, you will play a significant role in shaping its future. Our company offers flexible working arrangements, opportunities for internal career advancement, and generous parental leave policies.

To succeed in this position, you must possess:

  • Proven ability to build strong, deep relationships with high-net-worth individuals in the Private Banking sector
  • Successful experience in acquiring and developing new business opportunities within the banking and wealth industries
  • Strong skills in delivering a holistic approach to private banking services, including wealth management and other offerings
  • Able to collaborate effectively with colleagues across various teams and segments
  • Robust understanding of compliance and risk management principles, including AML/KYC requirements

We strive to foster a supportive team environment where everyone can thrive. In this role, you will discover new ways of working and explore an array of exciting opportunities to showcase your skills.

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