Wealth Management Professional

4 days ago

Sydney, New South Wales, Australia beBeeManagement Full time $85,000 - $110,000
Key Opportunity in Wealth Management

We are seeking a skilled and detail-oriented individual to support a Senior Advisor in Sydney. This is an excellent opportunity to grow your career in wealth management and work with a leading international company.

About the Role

The successful candidate will be responsible for:

  • Managing client communications and account queries
  • Compliance and documentation management
  • Handling market-related administration and portfolio management

Key responsibilities include managing client relationships, ensuring compliance with regulatory requirements, and providing administrative support.

Requirements

To be successful in this role, you will need:

  • Financial services experience (advantageous)
  • Australian residency
  • Ability to support and place trades
  • Knowledge of financial markets and products
  • Career growth and industry exposure

We offer a dynamic and supportive work environment, continuous training and development opportunities, and the chance to work with a reputable company.

Benefits

This role offers:

  • Dynamic and supportive work environment
  • Continuous training and development opportunities
  • Exposure to ASX business rules and Corporate Law

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