Strategic Wealth Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $99,999 - $129,999
About This Role

We deliver tailored investment solutions to high-net-worth individuals seeking bespoke wealth management services.

Our clients rely on our in-depth research capabilities and extensive resources to make informed investment decisions.

This is a unique opportunity to establish meaningful relationships with discerning clients, leveraging your expertise to navigate the complex world of private wealth management.

The successful candidate will be responsible for delivering exceptional client service, identifying new business opportunities, and collaborating with internal stakeholders to drive growth and success.

About You

To excel in this role, you will require:

  • A minimum of 5 years' experience in a relevant field, preferably working with high-net-worth clients.
  • Tertiary qualifications in a business-related discipline, such as finance, commerce, or economics.
  • Strong knowledge of financial markets and the financial services industry.
  • Excellent organisational skills, attention to detail, and a commitment to ongoing professional development.

You will thrive in a fast-paced environment, navigating multiple priorities and deadlines while maintaining a customer-centric approach.

What We Offer

As a valued member of our team, you can expect:

  • A competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

We are committed to fostering a culture of innovation, collaboration, and excellence. If you are a motivated and results-driven individual looking to take your career to the next level, we encourage you to apply.

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