Financial Strategist

3 days ago


Perth, Western Australia beBeeInvestment Full time $154,800 - $165,263
Investment Manager Position

We are seeking an experienced and skilled Investment Advisor to manage high net worth portfolios for wholesale investors in Perth.

The successful candidate will be responsible for leading a portfolio of existing client relationships and growing their business through referrals and client meetings.

  • Meet with and advise HNW/UHNW families on investment strategies.
  • Develop and implement tailored investment plans for clients.
  • Lead new business meetings and engage with Financial Advisors and intermediaries.

The ideal candidate will have a degree in Commerce or a related field and 5+ years experience in the financial sector as an Advisor or Investment Manager. They will also be willing to undertake further studies and/or examinations as required by legislation.

This role offers a range of benefits including equity ownership, performance incentives, unique leave benefits, flexible work options, participation in our team community program, and discounted corporate health cover.



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