Executive Wealth Manager

2 days ago

Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $180,000

A strategic wealth management professional is required to develop and manage a portfolio of high-net-worth clients.


Key Responsibilities:

  • Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
  • Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • Proven track record of managing and growing a portfolio of high-net-worth clients.
  • Strong knowledge of financial products, investment strategies, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to build and maintain long-term client relationships based on trust and integrity.
  • Proficiency in financial planning software and tools.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional development and career advancement.
  • Supportive and collaborative work environment.

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience.

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