Current jobs related to High-Net-Worth Client Advisor - Melbourne, Victoria - beBeeDiversity
-
High Net Worth Wealth Manager
2 days ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $260,000As a wealth management professional, you will play a critical role in helping clients achieve their financial goals. Our comprehensive advice and investment management services cater to high net worth individuals, families, corporations and select institutions. You will work closely with clients to understand their needs and deliver customized strategies...
-
High Net Worth Family Office Advisor
2 weeks ago
Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000Family Office Senior Consultant RoleWe are seeking an experienced Family Office Senior Consultant to join our team. As a key member of our family office, you will be responsible for providing high-level advisory services to our clients.This is a unique opportunity to work closely with high-net-worth individuals and families, assisting them with their wealth...
-
Portfolio Manager for High Net Worth Individuals
2 weeks ago
Melbourne, Victoria, Australia beBeeCompliance Full time $100,000 - $150,000Senior SMSF Accountant RoleWe are seeking a seasoned Senior SMSF Accountant to join our team, with expertise in managing high-quality portfolios and delivering technical compliance.End-to-end SMSF compliance, including financials, tax returns, and audit preparation.Work directly with high net worth individual clients and their advisors to deliver tailored...
-
High Net Worth Investment Specialist
2 days ago
Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $240,000Expert Investment GuidanceWe empower high-net-worth individuals and families with market-leading investment expertise, ensuring robust risk management and exceptional wealth solutions.Bespoke investment advice for discerning clientsDeveloping trusted relationships to deliver an outstanding client experiencePreparing expert advice and review documents with...
-
High Net Worth Family Law Specialist
15 hours ago
Melbourne, Victoria, Australia beBeeFamily Full time $150,000 - $200,000Senior Family Lawyer OpportunityWe are seeking an experienced family lawyer to join our team, providing expert advice to high-net-worth clients.About the RoleThis is a senior position that requires at least 8 years' experience in family law. You will work alongside accredited specialists and industry-leading partners, with added support from our family law...
-
High Value Client Relationship Manager
4 days ago
Melbourne, Victoria, Australia beBeeRelationship Full time $120,000 - $260,000We are seeking a seasoned professional to lead the management of our most valuable clients.Job DescriptionThe successful candidate will serve as the primary point of contact for these high-net-worth individuals, providing proactive and tailored support to drive loyalty and optimize their experience.Build and maintain long-term relationships with high-value...
-
Senior Wealth Strategist
2 days ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $250,000Private Wealth ManagementAs a Private Wealth Advisor, you will work closely with high net worth individuals and families to create comprehensive wealth management plans.Wealth Management enables clients to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive...
-
Melbourne, Victoria, Australia Goldman Sachs Full timeJob Description Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/Sydney Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management,...
-
Melbourne, Victoria, Australia Goldman Sachs Full timeJob DescriptionAsset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management,...
-
Melbourne, Victoria, Australia Goldman Sachs Full timeJob DescriptionAsset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...
High-Net-Worth Client Advisor
2 weeks ago
As a Private Wealth Graduate, you will be an integral part of our high-performing team, working closely with colleagues and clients to deliver exceptional results. This is an excellent opportunity to develop your skills and build a rewarding career in the financial services industry.
The 15-month graduate program is designed to provide you with the knowledge, skills, and experience necessary to succeed in this field. You will work on a range of projects, including product control, accounting support, and financial analysis, as well as assist with funds transfer pricing activities and prepare key reporting packs.
You will also have the opportunity to work with a team of experienced private bankers to provide tailored banking solutions for high-net-worth customers, develop strong customer relationship skills, and construct lending proposals tailored for high-net-worth individuals.
In addition to your technical skills, you will gain valuable experience in portfolio analysis, liquidity and rates modeling processes, and cash-flow planning. You will also have the opportunity to participate in strategic projects to support the growth and performance of the business.
We are looking for motivated and innovative individuals who are passionate about making a positive impact in the lives of our customers and communities. If you have a strong academic background, excellent communication skills, and a desire to learn and grow, we encourage you to apply for this exciting opportunity.
Key Responsibilities- Assist in the provision of product control, accounting support, and financial analysis
- Assist in Funds Transfer Pricing activities
- Prepare key reporting packs and group financial results
- Perform liquidity and rates modeling processes
- Undertake portfolio analysis
- Work with a team of Private Bankers to provide tailored banking solutions for high-net-worth customers
- Develop and build strong customer relationship skills
- Construct lending proposals tailored for high-net-worth individuals
- Participate in strategic projects to support the growth and performance of the business
To be eligible for this role, you must have:
- Australian or New Zealand citizenship or be an Australian Permanent Resident at the time of applying
- Have completed an undergraduate or postgraduate degree in the past three years (2024, 2025 or 2026) or be due to complete it by the commencement of the program
As a Private Wealth Graduate, you will have access to a range of benefits, including:
- Opportunities for professional development and growth
- Collaborative and supportive team environment
- Competitive remuneration package
- Flexible work arrangements
- Recognition and rewards for outstanding performance
At [Company Name], we value diversity and inclusion and are committed to creating a workplace culture that is equitable, inclusive, and respectful. We believe that everyone deserves to feel valued, respected, and supported, regardless of their background, identity, or characteristics.
