Financial Solutions Specialist

5 days ago

Coffs Harbour City Council, Australia beBeeClient Full time $150,000 - $170,000
Job Description:

As a key member of our Wealth Management division, you will play a vital role in driving new client acquisition and delivering exceptional service to our diverse portfolio. This role supports the Head of Growth Development in identifying and securing new opportunities, enhancing the experience for prospective clients, and addressing unmet needs of existing clients.

You will be responsible for proactively engaging with our existing client base to uncover financial needs, build relationships, and offer tailored wealth management solutions. You will also collaborate with our Accounting & Tax teams to uncover client needs and deliver relevant wealth strategies.

Key responsibilities include driving new client acquisition through strategic prospecting, relationship-building, and leading initial discovery meetings. You will maintain up-to-date knowledge of financial trends and regulatory developments to deliver relevant client strategies and strengthen our market edge.

Additionally, you will lead discovery meetings with new and existing clients to assess financial needs, identify financial gaps, and connect them with the right Wealth Management advisers and solutions. You will oversee sales from initial prospecting through to closing, maintaining strong control of the pipeline.

Furthermore, you will manage key client relationships during onboarding and transitions, while collaborating with Adviser teams to ensure a seamless, client-focused experience. You will foster relationships with Accountants, Advisers, and specialists to identify and develop wealth opportunities.

Lastly, you will act as a business partner to Accounting & Wealth Management teams, fostering credibility and collaboration to drive joint business growth and client engagement. You will also coordinate with the Servicing Adviser team to support efficient client service and transition.

Required Skills & Qualifications:
  • 6+ years of Financial Advice experience
  • Demonstrated ability to grow client base via strategic pipeline oversight, referral development, and targeted acquisition efforts
  • Background in professional services, working with Accounting, Tax, or Business Advisory functions (desired)
  • Exceptional communication, interpersonal, and relationship-building skills

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