Strategic Financial Guidance Expert

2 weeks ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $150,000 - $200,000

Unlock your full potential as a Senior Private Wealth Advisor, empowering high-net-worth individuals and families with market-leading investment expertise.

Your Key Responsibilities
  • Develop tailored investment strategies to meet the unique needs of discerning clients.
  • Nurture long-term relationships built on trust, ensuring an exceptional client experience.
  • Oversee the preparation of advice documents, upholding the highest standards of professionalism and compliance.

As a global financial services leader, we offer a supportive team environment and opportunities for growth and development.

What We Offer
  • A comprehensive benefits package, including wellbeing leave and parental leave.
  • Access to employee assistance programs, wellbeing benefits, and learning and development opportunities.

In this role, you will have the opportunity to mentor junior advisers and contribute to initiatives that drive innovation and excellence.

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