Financial Solutions Specialist

23 hours ago

Sydney, New South Wales, Australia beBeeInvestment Full time $97,457 - $145,011
Job Opportunity

The Commonwealth Private Wealth team is seeking a highly skilled Financial Solutions Specialist to provide exceptional service and trusted advice to high-net-worth individuals.

This role involves working closely with clients, investment specialists, and external stakeholders to deliver a comprehensive range of solutions and innovative investment opportunities.

  • Establish and cultivate long-standing relationships with new and existing clients.
  • Stay current with investment markets and manage ongoing relationship building with multiple investment specialists and their clients.
  • Effectively apply processes supporting the delivery of self-directed offerings and risk controls.
  • Liaise with internal and external stakeholders to implement Private Wealth Advantage solutions and resolve client queries.
  • Develop presentation materials to assist investment specialists in cultivating new business opportunities.

Key Requirements:

  • 5+ years of work experience in a relevant role, preferably supporting HNW clients.
  • Tertiary qualifications in a business-related discipline such as Finance, Commerce, Economics.
  • Strong knowledge of financial markets and the financial services industry.
  • Detail-orientated with strong organisational skills.

About You: If you are a motivated and detail-orientated professional with a passion for delivering exceptional service, we encourage you to apply.

What We Offer: As a member of our team, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and be part of a dynamic and supportive work environment.

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