Wealth Manager

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $240,000
Private Wealth Strategist

Role Overview:

We are seeking a Private Wealth Strategist to deliver bespoke investment and strategic advice tailored to the unique needs of our high-net-worth clients. This involves building and nurturing trusted relationships, ensuring an exceptional and seamless client experience.

The ideal candidate will have expertise in wealth management and a proven track record of attracting and retaining high-net-worth clients.

Responsibilities:

  • Deliver personalized investment and strategic advice to high-net-worth individuals and their families.
  • Build and maintain strong relationships with clients through regular communication and proactive relationship management.
  • Work collaboratively with internal teams and external professionals to provide comprehensive solutions for clients.
  • Oversee and prepare advice and review documents, ensuring the highest standards of professionalism and compliance.

Requirements:

  • Minimum 5 years' experience in wealth management or a related field.
  • Proven track record of delivering exceptional client outcomes.
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Proficiency in financial planning software and tools.

What We Offer:

  • A competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A collaborative and dynamic work environment.

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