Expert Investment Advisor

7 days ago


Gold Coast, Queensland, Australia beBeeInvestor Full time $180,000 - $250,000
Key Responsibilities
  • Deliver personalized investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families.
  • Nurture professional relationships to ensure an exceptional and seamless client experience.
  • Oversee and prepare advice and review documents, maintaining the highest standards of professionalism and compliance.
  • Attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote financial solutions and onboard new clients.


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