Financial Services Specialist

6 days ago


Sydney, New South Wales, Australia beBeeRole Full time $120,000 - $160,000
Financial Services Consultant Role

This is a key position within our organization, responsible for meeting established financial and non-financial targets.

  • Key responsibilities include building trusting relationships with stakeholders, analyzing sales data to identify gaps, and developing individual plans for dealerships.
  • The ideal candidate will have extensive product and system knowledge, as well as strong influencing and negotiation skills.
  • They will also be required to take projects that aim at introducing new capabilities to market or uplifting existing programs or capabilities.

Job Specifications:

  • Minimum 10 years of working experience in a related field.
  • Strong verbal and written communication skills.
  • Ability to work independently and obtain results with limited direct supervision.
  • Financial acumen and I.T. skills, including intermediate level on the MS Office suite of software.

Benefits:

  • Competitive compensation package.
  • Annual bonus programs.
  • Employee discounts on motorcycles and related products.

Others:

  • Travel required: 25-50%.
  • Company: Financial Services Organization.
  • Visa sponsorship not eligible.
  • Relocation assistance not available.
Expected Competencies & Behaviours

FAIR - Fair means balanced.It means we see both sides and resist the pressures that can push us into extreme ways of thinking, working, or living.It also means we are open to all and refuse to discriminate against people or make judgments based on gender, race, religion, political persuasion, sexual preference, or way of life.Being fair means listening as much as we talk and giving back as much as we take.

HONEST - Honest means sincere.It means not faking it, walking the walk as much as we talk the talk.It means putting our money, our time and our energy where our mouth is.Being honest means admitting our mistakes and owning up to our responsibilities—something that applies to companies as much as it does to individuals.

POSITIVE - Positive means constructive.It means building things—and people—up, not breaking them down.It means suggesting rather than criticizing and working for solutions rather than just complaining.It means supporting others when they try, encouraging them when they fail, and celebrating with them when they succeed.It means



  • Sydney, New South Wales, Australia Ubs Financial Services Full time

    Are you customer-centric focused with a great track record of resolving enquiries?Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide excellent client service to ETD (Exchange Traded Derivatives) and Prime Brokerage (PB) clients by monitoring, investigating,...


  • Sydney, New South Wales, Australia Ubs Financial Services Full time

    ?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries?Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide excellent client service to ETD (Exchange Traded Derivatives)...


  • Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...


  • Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Marketing Specialist

    15 hours ago


    Sydney, New South Wales, Australia Greenstone Financial Services Full time

    Join to apply for the Marketing Specialist role at Greenstone Financial ServicesFull Time - 6 Month Contract OpportunityThe Marketing Specialist is responsible for the execution and delivery of various offline and online marketing communications including TV advertorials, print, collateral, CMS website updates, customer communications and promotional...


  • Sydney, New South Wales, Australia beBeeFinance Full time $90,000 - $120,000

    Financial Services SpecialistA specialist financial services firm in Sydney seeks a Financial Services Specialist to join their team.This is an exciting time to be part of this innovative business with strong growth in recent results and impressive portfolio growth.The successful candidate will engage with customers, manage loan journeys, structure credit...


  • Sydney, New South Wales, Australia beBeeSpecialist Full time $60,000 - $80,000

    Our organization is seeking a highly skilled Financial Services Specialist to join our team.Job Description:The Financial Services Specialist will play a crucial role in providing high-quality financial services to internal and external stakeholders. This includes managing bank statements and receipt journals, reconciling payments from PMS receipts versus...


  • Sydney, New South Wales, Australia Bfg Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park.We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time.This is an...


  • Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...


  • Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...