High Net Worth Investment Specialist

6 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000

As a wealth adviser, you will empower high-net-worth individuals and families to achieve their financial goals through market-leading investment expertise, innovative thinking, and robust risk management.

Key Responsibilities
  • Deliver tailored investment advice and strategic planning to meet the unique needs of high-net-worth clients.
  • Nurture trusted relationships with clients, ensuring an exceptional client experience through effective communication and personalized service.
  • Oversight and preparation of advice and review documents, adhering to the highest standards of professionalism and compliance.
  • Attract and retain high-net-worth clients by building networks and collaborating with internal teams and external professionals to promote your services and onboard new clients.
Your Skills and Experience
  • Completion of required certifications and registration on relevant professional registers.
  • A proven track record of delivering compliant and tailored financial planning strategies and investment advice.
  • Exceptional presentation skills, both in personal interactions and deliverables.
  • The ability to build long-term relationships with clients based on trust and confidence.
About Our Approach

We foster a diverse, equitable, and inclusive work environment that encourages applicants from all backgrounds and identities.

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