Executive Wealth Strategist

5 days ago

Adelaide, South Australia beBeeInvestment Full time $180,000 - $220,000
Private Wealth Advisor Role

This is a career-defining opportunity for those passionate about delivering exceptional wealth solutions to high-net-worth individuals and families.

We are seeking a skilled Private Wealth Advisor to join our team, someone who can empower clients through market-leading investment expertise and innovative thinking.

The ideal candidate will possess a proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.

Key responsibilities include:

  • Bespoke investment and strategic advice tailored to individual client needs
  • Building and nurturing trusted relationships with high-net-worth clients
  • Overseeing and preparing advice and review documents, ensuring the highest standards of professionalism and compliance
Requirements and Qualifications

To be successful in this role, you will need:

  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
  • A strong understanding of financial markets and investment products
  • Exceptional presentation skills, both in personal interactions and deliverables
  • The ability to build trust and rapport with clients
What We Offer

In return for your expertise and dedication, we offer:

  • A competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • A supportive and collaborative team environment
  • Access to cutting-edge technology and tools
About Us

We are a leading global financial services group operating in 31 markets. Our commitment to diversity, equity, and inclusion ensures that everyone feels welcome and valued. If you're passionate about making a difference in the lives of our clients, we encourage you to apply.

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