Strategic Wealth Manager

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $110,000 - $143,000
Investment Specialist Role Overview

This key position involves working closely with clients to develop tailored investment strategies that cater to their specific financial needs.

Key Responsibilities:
  • Establish and maintain strong, trusting relationships with clients through proactive communication and personalized advisory services.
  • Conduct comprehensive reviews of clients' financial situations to identify areas for improvement and provide actionable recommendations.
  • Develop and implement customized wealth management solutions that address clients' unique needs and goals.

Our team is committed to delivering exceptional service and fostering long-term partnerships with our clients. This role offers a dynamic and rewarding environment where you can utilize your skills and expertise to make a meaningful impact.

Required Skills and Qualifications:

  • Relevant tertiary qualifications in finance or a related field.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Excellent interpersonal and customer service skills, with a focus on building trust and rapport with clients.

Benefits:

  • Competitive remuneration package and bonus structure.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment that encourages collaboration and innovation.

Why Choose Us:

  • Our organization is dedicated to delivering exceptional results and making a positive impact on our clients' lives.
  • We offer a comprehensive range of financial products and services designed to meet the diverse needs of our clients.
  • Our team is comprised of experienced professionals who are passionate about providing world-class service and support.

  • Strategic Wealth Advisor

    7 days ago

    Melbourne, Victoria, Australia beBeeWealth Full time $150,000 - $200,000

    Job DescriptionWe are seeking a seasoned professional to join our Private Wealth team as a Strategic Wealth Advisor. In this role, you will work closely with high-net-worth individuals and families to provide holistic solutions that address their complex financial needs.About the RoleAs a Strategic Wealth Advisor, you will be responsible for delivering...

  • Strategic Wealth Manager

    1 week ago

    Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $230,000

    Senior Wealth StrategistKey Responsibilities:Deliver Comprehensive Wealth Management Plans:Develop and implement customized wealth management strategies to meet the unique needs of high net worth individuals and families.Provide Financial Planning, Investment Management, Banking, and Comprehensive Advice:Work closely with clients to understand their...

  • Strategic Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $200,000

    Private Wealth ManagementWe are seeking ambitious and experienced professionals to join our team as Private Wealth Advisors, providing comprehensive wealth management plans to high net worth individuals and families, corporate executives, entrepreneurs, and select institutions.Wealth Management ServicesOur advisors offer financial planning, investment...

  • Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

    Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    1 week ago

    Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

    Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

    Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Strategic Wealth Management Professional

    1 week ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $200,000

    Private Wealth Management OpportunitiesWe specialize in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions.Our teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities, and global...

  • Strategic Wealth Advisor

    5 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $130,000

    Job OverviewWe empower financial professionals to deliver exceptional results for their clients by providing innovative technology and exceptional service.Our mission is to redefine wealth platforms and shape the future of financial services by helping advisers to efficiently manage people's wealth in Australia, delivering on our promise of simplifying...

  • Paraplanner, Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time $90,000 - $120,000 per year

    Melbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in Melbourne on an initial 12-month contract. The Client Service Team within Operations is responsible for supporting client offboarding, Deceased Estate processing and...