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Executive Director of Wealth Solutions

3 weeks ago

Sydney, New South Wales, Australia beBeeWealth Full time $120,000 - $200,000
Senior Wealth Project Manager

About This Role:

  • This role will oversee the development and implementation of strategies to drive business growth and customer satisfaction in Private Banking and Financial Services.
  • The incumbent will support the Advice Product team in delivering exceptional wealth management solutions by managing multiple projects simultaneously and exceeding client expectations.

Main Responsibilities:

  1. Project Management: Lead a team of professionals to achieve business objectives, manage multiple projects, and ensure timely delivery.
  2. Wealth Management: Provide expert advice on investment opportunities, risk management, and financial planning to high net worth individuals and families.
  3. Team Leadership: Mentor and lead a team of professionals to develop their skills and advance in their careers.
  4. Communication: Effectively communicate complex ideas and solutions to technical and non-technical stakeholders.

Key Qualifications:

  • Proven project management experience with strong leadership skills.
  • Excellent communication and interpersonal skills with the ability to build strong relationships with clients and stakeholders.
  • A deep understanding of wealth management principles, regulations, and industry trends.
  • The ability to analyze data and make informed decisions.