High Net Worth Client Advisor

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

High-Net-Worth Investment Expertise

Job Description:

We are seeking a seasoned investment professional to join our team as an Investment Counsellor. In this role, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with personalized investment advice and guidance.

The ideal candidate will have 5+ years of experience in the investment industry, with a proven track record of creating and building new client relationships. They will also possess knowledge of the Australian and New Zealand asset management industry, regulations, and procedures.

The successful candidate will be a university graduate with a suitable degree or equivalent combination of experience. They will have a consultative approach, with a focus on delivering exceptional client service and outcomes.

About Us:

We are a leading global investment management firm with a presence in Australia and New Zealand. Our company values include a commitment to bettering the investment universe by always putting our clients' interests first.

We offer a range of benefits to support our employees' personal and professional development, including comprehensive health insurance, superannuation contributions, annual leave, and employee assistance programs.

Required Skills and Qualifications:
  • 5+ years of experience in the investment industry
  • Proven track record of creating and building new client relationships
  • Knowledge of the Australian and New Zealand asset management industry, regulations, and procedures
  • University degree or equivalent combination of experience
  • Consultative approach with a focus on delivering exceptional client service and outcomes
Benefits:
  • Comprehensive health insurance
  • Superannuation contributions
  • Annual leave
  • Employee assistance programs
Others:

We offer a collaborative working environment that promotes ongoing training, education, and career development opportunities. We believe in fostering a culture of inclusion, diversity, and respect.

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