High Net Worth Wealth Strategist

2 days ago

Gold Coast, Queensland, Australia beBeeFinancial Full time $200,000 - $250,000

Expert Financial Advisor

At our organization, we empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.

Role Overview
  • You will deliver bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience.
  • You will oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance.
Your Responsibilities
  • Attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote our services and onboard new clients.
  • Mentor junior advisers, sharing your expertise and fostering their professional growth. Additionally, contribute to initiatives that drive innovation and reinforce our position as a leading investment-focused organization.
What You Offer

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  • Completion of relevant requirements and registration on the ASIC Financial Advice Register in Australia
  • A proven track record of delivering compliant and tailored financial planning wealth strategies 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
  • Existing relationships or the ability to cultivate networks that bring new clients to our organization.
About Our Industry

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We support clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.

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