Private Wealth Management Expert

2 days ago

Gold Coast, Queensland, Australia beBeeWealth Full time $120,000 - $175,000
Role Overview

We support affluent individuals and families by offering comprehensive investment solutions, strategic guidance, and robust risk management expertise.

We focus on utilizing technology to enhance operational efficiency and compliance, enabling our professionals to concentrate on building trusted relationships with clients and delivering exceptional wealth management services.

Main Responsibilities:
  • Develop tailored investment strategies and provide expert advice to meet the unique needs of high-net-worth individuals and their families.
  • Cultivate and maintain long-term relationships with clients to ensure a seamless and exceptional experience.
  • Evaluate and prepare advice documents, upholding the highest standards of professionalism and regulatory compliance.
  • Identify and onboard high-net-worth clients, build networks, and collaborate with internal teams and external partners to promote our brand and expand our client base.
  • Mentor junior advisors, sharing expertise and fostering their professional growth.
Key Qualifications:
  • Completion of relevant education requirements and registration on the relevant professional register.
  • A proven track record of delivering compliant financial planning and investment advice.
  • Strong leadership skills and a collaborative mindset, with a passion for mentoring others.
  • Exceptional presentation skills, both in personal interactions and deliverables.
  • The ability to build trusted, long-term relationships with clients.
About Our Organization:

We are a global financial services group operating in multiple markets with a history of sustained profitability.

Our Commitment to Diversity and Inclusion:

We strive to create an inclusive workplace culture that values diversity. We encourage applicants from all backgrounds and welcome diverse perspectives.

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