Wealth Strategist

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $200,000

We specialize in creating bespoke investment strategies for high-net-worth individuals and their families, leveraging market-leading expertise and innovative risk management. Our focus on technological advancements streamlines compliance and operational efficiency, empowering you to build trusted client relationships and deliver exceptional wealth solutions.

Key Responsibilities
  • Bespoke Investment Advice
  • Advice Review and Preparation
  • Clients Attraction and Retention
Requirements
  • FASEA Certification and ASIC Registration
  • Proven Track Record in Compliant Wealth Strategies
  • Exceptional Presentation Skills and Client Relationship Building

As a global financial services group operating in 31 markets, we foster a diverse, equitable, and inclusive workplace, encouraging applicants from all backgrounds and identities.

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