Personal Finance Expert

2 weeks ago

Brisbane, Queensland, Australia beBeeFinancial Full time $120,000 - $180,000
Private Wealth Professional

We are seeking a Senior Private Wealth Specialist to develop and grow a portfolio of high-net-worth client relationships through growth of existing and new clients.

Our clients have access to a comprehensive offering built around their goals, backed by the financial resources of a leading Financial Institution.

Our long-term view helps our clients create enduring financial advantage for generations.

You'll drive the future of a business with over 200 years of experience, in return we'll support you in developing your career.

With continuous opportunities to learn and grow in an inclusive environment, you'll be empowered to thrive.

The ideal candidate will have proven success in building deep client relationships in the HNW/UHNW sector as it pertains to Private Banking, Investment or Private Wealth solutions.

They will also have strong capability in delivering a holistic banking, wealth, and service proposition to Private clients.

Evidence of strong collaboration with peers across different teams and/or segments is essential, as is strong competence in managing compliance and risk; ensuring thorough client due diligence, including AML/KYC obligations, and robust understanding of policy and risk controls.

We aim to provide one big supportive team of people who love helping others succeed.

We're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility. And one where everyone belongs.

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