Private Wealth Management Professional

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $180,000
Private Wealth Management Professional

We are seeking a highly motivated and organized individual to join our Private Wealth Management team as a key support member. As a Private Wealth Management Professional, you will be responsible for providing technical and administrative support to experienced Advisers in managing a private wealth client base.

  1. Key Responsibilities:
    • Providing analysis and ongoing monitoring of investments
    • Preparing formal advice documents (Statements of Advice)
    • Assisting with client meetings and responding to requests
    • Training and mentoring new team members
  2. Required Skills and Qualifications:
    • A strong interest in and/or prior experience in financial services and markets is ideal.
    • A relevant Bachelor's degree is highly regarded.
  3. Benefits:
    • We offer a genuine focus on your career and development, with an established structure supporting on-the-job learning.
    • You'll work with an exceptional team and learn from some of the best in the business.
  4. Other Information:
    • This role involves working closely with experienced Advisers to provide high levels of service to clients.

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