Private Wealth Manager

2 days ago

Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000
Unlock Your Potential

Create a brighter future with a fulfilling role in wealth management.

You'll be at the heart of our Private Bank, partnering with successful individuals to deliver bespoke banking and wealth solutions. With a sharp focus on high-net-worth clients, you'll grow and manage a portfolio of affluent customers, offering insights and opportunities that go beyond expectations. Backed by our Global Investment Services team, you'll bring world-class expertise to every conversation.

Your Key Responsibilities
  • Identify and convert opportunities into lasting relationships with HNW/UHNW clients.
  • BUILD DEEP, TRUSTED CONNECTIONS WITH HNW/UHNW CLIENTS.
  • Deliver a holistic banking and wealth proposition tailored to individual client needs.
  • Work seamlessly across teams to elevate client outcomes.
  • Evaluate and mitigate risk, ensuring compliance with regulatory requirements.
Why Choose Us?

We're committed to helping our clients achieve their goals. In return, we offer a supportive and inclusive community. We welcome everyone – no matter their background or abilities.

To succeed in this role, you'll need a strong track record in client acquisitions, proven ability to build deep connections, confidence in delivering bespoke solutions, a collaborative mindset, and a solid understanding of risk management.

What You'll Gain
  • A dynamic work environment with opportunities for growth and development.
  • A culture that celebrates excellence and supports your well-being.
  • Flexible work arrangements and leave options.
  • Tailored learning and development opportunities.

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