Private Wealth Management Specialist

2 days ago

Canberra, ACT, Australia beBeeFinancial Full time $80,000 - $125,000
Job Description:

This is a prime opportunity to expand your expertise in private wealth management. You will be part of a close-knit team, providing support to the Advisers and developing a comprehensive understanding of all aspects of the role.

  • Provide expert technical and administrative assistance to Advisers.
  • Place buy/sell orders on the market as requested by clients.
  • Manage funds product orders.
  • Offer analysis and ongoing monitoring of investments.
  • Prepare formal advice documents.
  • Assist with client meetings and respond to client requests.
Required Skills and Qualifications:
  • A relevant Bachelors' degree or prior experience in a similar role.
  • A strong interest in and/or prior experience in financial services and financial markets.
  • Excellent verbal and written communication skills.
  • Strong attention to detail.
  • A willingness to learn.
  • Technological savviness.

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