Private Wealth Solutions Expert

6 days ago

Melbourne, Victoria, Australia beBeeAssociate Full time $90,000 - $140,000

Job Description:

The role of a Private Wealth Associate involves providing strategic advice and supporting senior team members in delivering high-quality solutions to affluent clients. Key responsibilities include working closely with the team to understand customer needs, participating in client interactions, and collaborating with internal stakeholders.

 

This dynamic position requires excellent communication skills, initiative, and strong organisational abilities. The ideal candidate will be resilient, adaptable, and able to thrive in a fast-paced environment.

 

Key Responsibilities

 

  • Expert Private Wealth Advisor

    4 days ago

    Melbourne, Victoria, Australia beBeeTax Full time $100,000 - $140,000

    Make a meaningful impact in Private WealthAs a senior consultant, you will play a key role in assisting clients with complex tax compliance issues and designing structures that align with their commercial objectives.You will work closely with our clients to understand their ambitions and provide tailored solutions to safeguard their wealth and align...

  • Private Wealth Development Expert

    2 weeks ago

    Melbourne, Victoria, Australia beBeeExpertise Full time $100,000 - $150,000

    Role OverviewA key role has become available in our leading financial institution for a Senior Private Wealth Specialist.Key Responsibilities:Drive growth in high-net-worth client acquisition through the development and execution of effective business strategies.Collaborate with Global Investment Services Directors to deliver tailored investment solutions...

  • Private Wealth Advisor

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $250,000

    Unlock Your Potential as a Wealth Management ProfessionalAt our esteemed institution, we invite talented individuals to embark on a rewarding career in wealth management. As a Private Wealth Advisor, you will play a pivotal role in empowering clients to achieve their financial objectives.Our team thrives on a collaborative environment, where innovative...

  • Senior Private Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeSuperannuation Full time $100,000 - $140,000

    Expert SMSF Manager RequiredWe are seeking an experienced manager to shape the future of our private wealth and superannuation team.You will be responsible for a portfolio of self-managed super funds (SMSFs) for iconic families, high net worth individuals, and private enterprises. This includes providing expert advice on all SMSF-related matters, confidently...

  • Expert Private Wealth and Superannuation Manager

    7 days ago

    Melbourne, Victoria, Australia beBeePrivateWealth Full time $100,000 - $140,000

    Job TitleJoin our team to apply for a leading role in private wealth and superannuation management.">About the Role:We are seeking an experienced Manager/Senior Manager to help shape the future of our Private Wealth, Superannuation (SMSF) team. The ideal candidate will have expertise in SMSF-related matters and a strong understanding of the evolving...

  • Private Wealth Strategist

    6 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...

  • Senior Private Wealth Specialist

    2 weeks ago

    Melbourne, Victoria, Australia Robert Walters Full time

    Senior Private Wealth Specialist /001) Melbourne, AustraliaDrive growth in high-net-worth (HNW) client acquisition.Collaborate with Global Investment Services Directors to deliver tailored investment solutions.Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need:Proven experience in building deep client...

  • Private Wealth Adviser

    4 weeks ago

    Melbourne, Victoria, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicants Join to apply for the Private Wealth Adviser role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...

  • Private Wealth Manager

    3 days ago

    Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000

    Unlock Your PotentialCreate a brighter future with a fulfilling role in wealth management.You'll be at the heart of our Private Bank, partnering with successful individuals to deliver bespoke banking and wealth solutions. With a sharp focus on high-net-worth clients, you'll grow and manage a portfolio of affluent customers, offering insights and...

  • Private Wealth Adviser

    4 weeks ago

    Melbourne, Victoria, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...