Chief Investment Strategist

4 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $200,000
Expert Financial Advisor Role

We empower high-net-worth individuals and families with investment expertise, innovative thinking, and robust risk management strategies.

You will deliver bespoke investment advice tailored to the unique needs of high-net-worth individuals and their families, building trusted relationships to ensure exceptional client experiences.

  • Completion of regulatory requirements and registration on relevant professional registers is necessary.
  • A proven track record of delivering compliant financial planning wealth strategies and investment advice is essential.
  • Exceptional presentation skills are required for personal interactions and deliverables.
  • The ability to build trusted, long-term relationships with clients is crucial.
  • Existing networks or the ability to cultivate new ones that bring in new clients are highly valued.

Our commitment to investing in technology streamlines compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering wealth solutions.

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