Wealth Strategist

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $250,000 - $300,000
Job Opportunity

This role is a critical component of our organisation's future growth strategy, focused on client engagement and retention to drive business revenue expansion.

The position involves conducting workshops with clients to educate them on property investment, assess their financial situation and goals, and develop tailored investment plans that cater to each individual's unique circumstances.

In collaboration with the Investment Finance Broking team, you will create long-term investment strategies with suitable financial structures for each client's distinct needs.

You will also work with the Investment Property team to build a high-growth investment property portfolio that meets the client's requirements.

Besides promoting the Company brand and managing the client's journey, you will establish and maintain client relationships, identifying opportunities to engage the client in future property purchases as their wealth grows.

Liaising with other advisors such as accountants, financial planners, and lawyers ensures that the strategy and plan take into account and integrate their advice.

  • Significant experience in building relationships from a Wealth Management & Financial perspective.
  • Proven expertise in managing relationships with high-net-worth clients involving complex investment and financial structures.
  • Tertiary qualifications in Finance, Business or equivalent.
  • Confidence in presenting to small groups.
  • Substantial knowledge of the financial services industry, including legislation and regulatory obligations, with experience in Accounting, Tax, Superannuation, Insurance & Investments.

We offer an attractive employee benefits package, including wellness days, adventure days, and support for maintaining a balanced work-life environment.

You will be part of a collaborative, high-performance culture valuing personal and professional development.

Our stunning Northern Beaches seaside location offers a HQ with 1 day/week remote work permitted.

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