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Strategic Wealth Manager

2 weeks ago


Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000
Senior Investment Advisor Opportunity

This is a rare opportunity for an experienced investment professional to step into a client-facing advisory role. You'll work closely with senior portfolio managers, delivering tailored strategies, deepening client relationships, and building expertise to become a fully authorised adviser.

Key Responsibilities:
  • Collaborate with senior advisors to deliver bespoke investment and wealth management strategies to high net worth clients and self-managed super funds
  • Prepare and present portfolio reviews, investment proposals, and strategic advice documents
  • Conduct in-depth market research and contribute to investment strategy discussions
  • Manage and execute market orders across relevant trading systems
  • Maintain accurate client records in Xplan, Iress, FactSet, and other platforms
  • Participate in client meetings, contributing to relationship management and advice delivery
  • Ensure compliance with all regulatory and ethical standards
About You:
  • Proven experience in broking, funds management, or private wealth advice (essential)
  • Degree-qualified in finance, economics, commerce, or related discipline
  • Completed or currently undertaking Professional Year (PY)
  • RG146 compliant (or willing to obtain)
  • Strong technical skills in portfolio construction, investment analysis, and financial modelling
  • Excellent communication and relationship-building skills
  • High attention to detail, initiative, and commercial acumen
  • Proficiency in Excel; coding skills highly regarded