Wealth Manager

4 days ago

Canberra, ACT, Australia beBeeFinancial Full time $80,000 - $150,000

Successful wealth management involves a combination of financial acumen, strong communication skills and the ability to provide clients with expert advice. In this dynamic role, you will work closely with experienced investment advisers to build your knowledge of the financial markets while supporting a team of professionals.

The ideal candidate will have a degree in a related field such as business or commerce, and be highly motivated with excellent relationship management skills. They will also be able to build strong internal and external stakeholder networks.

The key responsibilities of this role include:

  • Providing sound financial and investment advice to clients based on thorough analysis of their financial information
  • Maintaining accurate and up-to-date client portfolios, including reviewing and revising investment strategies as necessary
  • Staying informed about market developments and providing timely and accurate market information to clients
  • Assisting with administrative tasks such as preparing reports, presentations and correspondence

To succeed in this challenging role, the following qualifications are essential:

  • RG146 compliance is highly desirable
  • A university degree in a related field such as business, commerce or finance
  • Strong relationship management skills and the ability to build internal and external stakeholder networks

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