Wealth Management Specialist

1 week ago

Sydney, New South Wales, Australia beBeeAdvisor Full time $120,000 - $180,000
Executive Advisor Opportunity

Create your best future by delivering tailored banking and wealth solutions to high-net-worth individuals.

You'll leverage your expertise in complex lending and relationship-building to drive client outcomes.

Key Responsibilities:
  • BUILD TRUSTED RELATIONSHIPS WITH HNW/UHNW CLIENTS
  • DELIVER HOLISTIC BANKING, WEALTH, AND SERVICE PROPOSITIONS
  • Navigate complex lending and structuring bespoke credit solutions
  • Collaborate across teams to elevate client results
What We Offer:
  • Flexible work arrangements and generous leave options
  • Tailored learning and development opportunities
  • Opportunities to give back to the community through volunteering initiatives
  • A supportive and inclusive environment welcoming everyone

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