Australian Financial Growth Strategist

3 days ago


Sydney, New South Wales, Australia beBeeCareer Full time $150,000 - $250,000

Australian Private Client Director Job Description

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The opportunity to drive growth and success in a leading financial institution has arisen. As an Australian Private Client Director, you will be responsible for acquiring high-net-worth wholesale clients across Australia.

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Key Responsibilities:

  • Contact leads generated by our marketing group to engage with potential clients
  • Evaluate the financial goals of high-net-worth prospective clients and provide tailored solutions
  • Educate clients on our range of wealth management offerings
  • Help qualified investors become clients through personalized support
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Requirements

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  • 5+ years' experience selling financial services to private investors qualifying as wholesale clients
  • Clean record with ASIC and APRA
  • Proven track record of success in acquiring high-net-worth private wholesale clients
  • Experience in high-volume phone activity and in-person meetings
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Benefits of Working with Us

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  • We prioritize our clients' interests above all else, striving to better the investment universe
  • We offer unmatched service, continuous education, and unique perspectives on investing, setting us apart from others


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