Strategic Financial Solutions Specialist

1 week ago

Melbourne, Victoria, Australia beBeeStrategic Full time $120,000 - $180,000

Job Title: Strategic Financial Solutions Specialist

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This is an exciting opportunity to join a dynamic finance team where you will play a key role in driving strong customer-focused service and developing the client list.

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Key Responsibilities:

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  • Conduct comprehensive financial analyses for clients, evaluating their current financial standing, long-term goals, and risk tolerance.","
  • Develop tailored financial plans aligned with each client's specific objectives, considering income, expenses, assets, and liabilities.","
  • Maintain accurate and up-to-date client records and financial information, ensuring strict adherence to industry regulations and company policies.","
  • Collaborate with other financial professionals, including tax advisors and mortgage brokers, to create comprehensive financial solutions for clients.","
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Requirements:

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  • You have a proven track record of success in sales and understand the ins and outs of building strong client relationships.","
  • You excel at clear communication, negotiation, and building rapport – you can connect with anyone.","
  • You can juggle multiple tasks, manage your time effectively, and stay on top of deadlines.","
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What We Offer:

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  • A competitive salary and attractive incentives to recognize your contributions.","
  • The opportunity to work in a supportive and collaborative team environment with a commitment to professional growth.","
  • The chance to develop your skills and take on new challenges in a dynamic and ambitious company.","
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We are looking for a motivated and experienced professional who is passionate about building relationships and excited to learn new things.

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Please submit your resume or cover letter to apply for this exciting opportunity.

"]","titles":[

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