Expert Wealth Strategist

3 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $200,000

We are seeking a seasoned Private Wealth Advisor to join our team. As an expert in wealth strategy, you will be responsible for delivering bespoke investment and strategic advice to high-net-worth individuals and their families.

Your key responsibilities will include:

  • Developing and implementing tailored financial planning strategies that meet the unique needs of your clients.
  • Providing exceptional presentation skills to communicate complex financial information in a clear and concise manner.
  • Building and nurturing long-term relationships with clients through trust and professionalism.
  • Collaborating with internal teams and external professionals to promote our services and onboard new clients.
About This Role

This is an exciting opportunity to work with a leading financial institution and contribute to driving innovation and growth in the private banking sector. As a Private Wealth Advisor, you will have the chance to make a real difference in people's lives by helping them achieve their financial goals.

What We're Looking For

We are looking for someone who possesses a strong track record of delivering compliant and tailored financial planning solutions. You should have excellent communication and interpersonal skills, as well as the ability to build trust and rapport with clients.

In return, we offer a competitive salary and benefits package, as well as opportunities for career development and professional growth. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we would love to hear from you.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A proven track record of delivering compliant and tailored financial planning solutions.
  • Exceptional communication and interpersonal skills.
  • The ability to build trust and rapport with clients.
  • Strong analytical and problem-solving skills.
  • Familiarity with industry regulations and compliance requirements.
Benefits

We offer a range of benefits to support your physical and mental well-being, including access to fitness classes, employee assistance programs, and paid time off.

We also provide opportunities for ongoing training and development, including workshops, webinars, and conferences.

Others

We value diversity and inclusion in our workplace and welcome applications from candidates of all backgrounds. We are committed to creating a work environment that is free from discrimination and harassment, and where everyone has the opportunity to thrive.

  • Senior Wealth Strategist

    7 days ago

    Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $300,000

    Job Title: Senior Wealth StrategistAs a Senior Wealth Strategist, you will be responsible for providing expert financial planning advice to high net worth clients.You will take ownership of a book of 80-100 HNW clients and onboard new clients to build long-term relationships. You will also lead your team to drive high-quality outcomes for clients while...

  • Strategic Wealth Advisor

    2 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $180,000 - $200,000

    Expert Financial Strategist SoughtWe are seeking a highly skilled and experienced financial strategist to join our team. As an expert in the field, you will play a key role in shaping the future of wealth management with a firm that values your expertise.About the RoleThe ideal candidate will have a degree in Commerce, Economics, or a related field, and 5+...

  • Senior Wealth Management Advisor

    2 weeks ago

    Sydney, New South Wales, Australia beBeeRisk Full time $100,000 - $140,000

    Financial Risk StrategistThis role focuses on developing and implementing effective risk management strategies to mitigate potential threats.Main responsibilities include:Providing expert advice to business units on financial risk assessment and mitigation.BUILDING STRONG PARTNERSHIPS with stakeholders to foster a culture of risk awareness.Developing and...

  • Wealth Innovation Expert

    2 days ago

    Sydney, New South Wales, Australia beBeeStrategist Full time $120,000 - $140,000

    Job Title: Product StrategistAt a leading financial services organization, we empower innovation for global wealth management and advice businesses. Our commitment to excellence, successful delivery, and product expertise has earned us trust and partnership with prominent financial institutions.Translate financial advice work processes and user requirements...

  • Expert Wealth Strategist

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $120,000 - $140,000

    Job Opportunity: Financial AdvisorWe are seeking an experienced and skilled Financial Advisor to provide expert financial advice to clients, helping them achieve their financial goals.Main Responsibilities:BUILD STRONG RELATIONSHIPS WITH CLIENTS, OFFERING PERSONALIZED FINANCIAL ADVICE AND GUIDANCE.CONDUCT THOROUGH ASSESSMENTS OF CLIENTS' CURRENT...

  • Strategic Wealth Manager

    6 days ago

    Sydney, New South Wales, Australia beBeeWealth Full time $100,000 - $150,000

    Strategic Wealth ManagerWe are seeking an experienced wealth strategist to manage client relationships and provide tailored investment advice.Conduct thorough financial assessments and develop comprehensive investment plans.Stay up-to-date with market trends and economic changes, ensuring clients receive the best possible guidance.The ideal candidate will...

  • Senior Wealth Strategist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeWealthManagement Full time $150,000 - $200,000

    Wealth Manager PositionThis role offers a unique opportunity to provide expert financial guidance and tailored wealth management solutions to high-net-worth individuals and families.Portfolio OptimizationFinancial Planning ServicesInvestment Analysis and StrategyCultivating Strong Client RelationshipsRequirements:Bachelor's degree in Finance, Economics,...

  • Fiduciary Wealth Strategist

    5 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $150,000

    Discover a fulfilling career as an Independent Financial Advisor with our esteemed wealth management firm in Sydney, Australia.We are seeking an experienced and qualified professional to join our team as an Independent Financial Advisor. This role presents a unique opportunity for a motivated individual to provide expert financial guidance to clients,...

  • Wealth Solutions Expert

    4 days ago

    Sydney, New South Wales, Australia beBeeCustomerService Full time $60,000 - $80,000

    Integrated Wealth Solutions SpecialistWe are seeking an Integrated Wealth Solutions Specialist to join our specialist division, providing market-leading integrated wealth solutions for advisers and their clients.This is an exciting opportunity to work with a national team of experts, connecting with our clients and Financial Advisors, and helping to resolve...

  • Wealth Services Expert

    6 days ago

    Sydney, New South Wales, Australia beBeeClientService Full time $90,000 - $130,000

    **Job Title:** Client Service ConsultantWe are seeking a skilled and empathetic individual to join our specialist Wealth division as a Client Service Consultant. As part of our national team of experts, you will be responsible for connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy.About the Role: