Expert Investment Advisor

1 week ago

Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $200,000

Investment Solutions Expert

We deliver customized investment advice to high-net-worth individuals and families, leveraging our market-leading expertise and innovative thinking.

About the Role:

As an Investment Solutions Expert, you will work with clients to understand their unique financial goals and objectives, providing tailored advice on investment strategies and risk management. You will also be responsible for building and maintaining strong relationships with clients, ensuring exceptional service and delivering results that meet their expectations.

Key Responsibilities Include:

  1. Developing and implementing comprehensive investment plans, ensuring alignment with client goals and risk tolerance.
  2. Providing ongoing monitoring and review of investment portfolios, making adjustments as necessary to maintain optimal performance.
  3. Collaborating with internal teams and external professionals to identify new business opportunities and drive growth.
  4. Maintaining up-to-date knowledge of market trends, regulatory requirements, and industry developments, applying this expertise to provide expert guidance to clients.

Benefits:

  • Opportunity to work with a global financial services group operating in 31 markets.
  • Challenging and rewarding role with opportunities for professional development and career advancement.
  • Collaborative and supportive team environment.
  • Competitive salary and benefits package.

Requirements:

  • FASEA registration and experience working with high-net-worth clients.
  • Exceptional presentation skills and ability to build strong relationships with clients.
  • Proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice.

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