Expert Wealth Manager

2 weeks ago

Brisbane, Queensland, Australia beBeeStrategic Full time $100,000 - $130,000
Senior Financial Specialist

This is an exciting opportunity to join a forward-thinking organization that values career growth, client satisfaction, and work-life balance.

About the Role

As a Senior Financial Specialist, you will manage a portfolio of high-net-worth clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments. You will be reviewing complex financial plans, mentoring junior staff, and providing strategic advice to help clients achieve their financial goals.

  • 60% SMSF compliance + 40% Trusts/Companies/Individuals
  • Direct client contact with sophisticated, high-net-worth groups
  • Leadership role with clear career progression
Required Skills and Qualifications

You will be someone who thrives in a client-facing, advisory-focused role with strong expertise in:

  • Financial planning and wealth management
  • Property investment and tax strategies
  • Leadership and mentoring skills
Benefits

This is a fantastic opportunity to take your career to the next level, with a competitive remuneration package, opportunities for professional development, and a dynamic work environment.

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