Senior Wealth Advisory Manager

1 week ago

Sydney, New South Wales, Australia beBeeBusiness Full time $120,000 - $180,000
Key Business Development Role

We are looking for a driven individual to lead initiatives and grow our wealth advisory business through strong business development skills, sound investment product knowledge, and a passion for building relationships.

This key role involves leading growth initiatives across diversified investment strategies and product lines with a focus on Alternative Investments and Private Market Opportunities. It also requires driving business development strategies with a strong focus on expanding professional networks and generating qualified leads.

The ideal candidate will have a minimum of 10 years' experience in business development, wealth advisory, capital raising or financial services, and possess strong communication, presentation and relationship management skills.

They will be responsible for identifying new business opportunities in the Private Markets investments space, including private equity, real estate, and private credit, and supporting capital raising activities by engaging with prospective investors and preparing pitch materials.

Additional responsibilities include building and managing strong relationships with high-net-worth individuals, family offices, and referral networks, collaborating with partners and the marketing team to deliver targeted campaigns, events, and thought leadership initiatives, and presenting to small groups of investors on alternative investment opportunities.

The successful candidate will also be able to present tailored investment proposals and materials, ensuring compliance with regulatory standards, work with accounting partners and their clients to deliver wholesale investment opportunities to their clients, monitor pipeline activity, deliver reporting, and contribute to strategic growth planning, and represent the company at client events and networking forums.

Other key responsibilities include cross-selling other business lines including insurance, finance, tax and accounting, and working with a proactive and results-oriented mindset.

  • Minimum 10 years' experience in business development, wealth advisory, capital raising or financial services.
  • Proactive and relationship-driven professional with demonstrated success in business development, networking, and capital raising.
  • Strong communication, presentation and relationship management skills.
  • Comprehensive Knowledge across private markets and alternative investments.
  • Tertiary qualifications in Business, Finance, or a related field (RG146 required).

  • Senior Leader

    7 days ago

    Sydney, New South Wales, Australia beBeeLeadership Full time $150,000 - $220,000

    As a senior leader in our organisation, you will play a pivotal role in shaping the future of wealth advisory. We value your expertise and offer a collaborative environment where you can thrive.Main Responsibilities:Elevate your career by delivering holistic solutions through collaborative work with other divisions;Mentor and develop junior team members as a...

  • Senior Manager

    7 days ago

    Sydney, New South Wales, Australia beBeeExpertise Full time $115,000 - $135,000

    Family Office Leadership OpportunityDevelop strategic superannuation advice tailored to family wealth structures.Lead the growth of Family Office advisory services.Provide expertise in superannuation planning for high-net-worth families.Collaborate nationally to deliver consistent client experiences.This role offers a unique chance to shape a high-impact...

  • Senior Wealth Advisory Professional

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $200,000

    Job OpportunityElevate your career in wealth advisory by delivering impactful advice and developing tailored financial strategies.Key Responsibilities:Lead client relationships to deliver exceptional outcomes.Conduct progressive client reviews and develop financial strategies.Oversee investment analysis, portfolio construction, and management.Advise on...

  • Wealth Advisory Expert

    4 days ago

    Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $180,000

    Role OverviewWe are seeking a highly skilled Wealth Advisory Expert to shape the future of wealth advisory and elevate their career in a firm that prioritises client outcomes, professional growth, and meaningful relationships.Our fee-only, client-first model allows you to deliver truly impactful advice with low advisor-to-client ratios. You will work in an...

  • Wealth Advisory Specialist

    5 days ago

    Sydney, New South Wales, Australia beBeeNumerical Full time $50,000 - $120,000

    **Career Opportunity in Wealth Advisory**This role involves working within the financial services industry, specifically in wealth advisory. We are seeking a motivated and eager individual to join our team.The successful candidate will be responsible for:Financial Research and Benchmarking: Conduct research and analyze financial data to identify industry...

  • Senior Wealth Strategist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $200,000

    Drive Business Success with a Senior Advisor RoleA Senior Advisor plays a pivotal role in shaping the future of wealth advisory by providing expert guidance to clients. This position involves building and managing complex client relationships, conducting thorough reviews, and developing tailored financial strategies.As a Senior Advisor, you will be...

  • Wealth Advisory Expert

    6 days ago

    Sydney, New South Wales, Australia beBeeAdvisor Full time $1,200,000 - $1,500,000

    At our firm, we're seeking a seasoned professional to lead and manage client relationships. As a key member of our team, you will be responsible for conducting progressive client reviews and developing tailored financial strategies.About the RoleLead and manage high-net-worth clients, delivering exceptional wealth advisory services.Develop and implement...

  • Business Leader, Family Wealth Advisory

    2 days ago

    Sydney, New South Wales, Australia beBeeStrategic Full time $180,000 - $250,000

    Family Office LeadWe are seeking a self-driven and career-motivated professional to lead and grow our Family Office division with a strong focus on superannuation strategy and advisory.The ideal candidate will be responsible for developing and growing our Family Office advisory services, providing strategic superannuation advice tailored to family wealth...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth...

  • Wealth Manager

    7 days ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth...