High Net Worth Wealth Manager

3 days ago

Brisbane, Queensland, Australia beBeeInvestment Full time $80,000 - $120,000
Senior Investment Advisor Opportunity

We are seeking a highly experienced Senior Investment Advisor to join our team. As a key member of our leadership team, you will be responsible for delivering tailored investment advice and providing a genuine hands-on service across wealth management and portfolio construction.



Key Responsibilities:
  • Manage a book of high net worth (HNW) and wholesale clients.
  • Deliver customized investment and portfolio advice to meet the unique needs of each client.
  • Analyze balance sheets, IPOs, and fund manager reports to inform investment decisions.
  • Drive growth of the client base through referrals and leads.
  • Contribute to research and investment decisions within the team.


Requirements:
  • Degree qualified with relevant advice accreditation.
  • Strong background in wealth management or stockbroking.
  • Experience in investment markets and direct equities.
  • Ability to construct and analyze complex portfolios.
  • Proven client relationship and advisory skills.


Benefits:
  • Opportunity for equity and business ownership.
  • Flexible work arrangements, including optional 9-day fortnight.
  • Professional and collaborative team culture.


About Us:

Our self-licensed wealth management firm has a strong reputation for delivering exceptional investment advice. We specialize in direct investments, supported by our own in-house research. Our tight-knit team operates in an open-plan office, fostering collaboration, respect, and professionalism.


Staff enjoy working here because we share ideas, support one another, and value a genuine work ethic. We encourage staff to contribute to the firm's long-term success.



How to Apply:

Click APPLY or contact us for a confidential discussion.

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