Financial Strategist

1 week ago

Adelaide, South Australia beBeeWealth Full time $120,000 - $160,000

About Our Investment Services

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We provide expert investment advice and wealth management solutions to high-net-worth individuals and families. Our team of experienced professionals empowers our clients with the knowledge and expertise they need to achieve their financial goals.

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Job Responsibilities

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As a Private Wealth Adviser, you will be responsible for delivering bespoke investment and strategic advice tailored to the unique needs of our clients. This includes building and nurturing trusted relationships, overseeing and preparing advice and review documents, and upholding the highest standards of professionalism and compliance.

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Key Skills and Qualifications

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To succeed in this role, you will need to have a proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice. You must also have exceptional presentation skills, both in personal interactions and deliverables, and the ability to build trusted, long-term relationships with clients.

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Benefits

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We offer a wide range of benefits that include wellbeing leave days, paid parental leave, volunteer leave, and access to employee assistance programs. We are committed to providing a supportive and inclusive work environment that allows our employees to thrive and grow in their careers.

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About Us

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We are a global financial services group operating in 31 markets with a commitment to diversity, equity, and inclusion. We welcome applications from people of all backgrounds and encourage further discussions on how we can support your career journey.

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