Financial Services Professional

23 hours ago

Canberra, ACT, Australia beBeeFinancial Full time $55,000 - $90,000
About Our Opportunity

We are seeking an experienced Private Wealth Management professional to provide technical and administrative support to clients.

Key responsibilities include:

  • Providing technical guidance to our advisers
  • Processing buy/sell orders on behalf of clients
  • Managing investment products
  • Conducting analysis and ongoing monitoring of investments
  • Preparing formal advice documents (Statements of Advice)
  • Supporting client meetings and responding to client requests
About the Ideal Candidate

To be successful in this role, you will need:

  • A relevant degree or prior experience in a similar field
  • A strong interest in and/or prior experience in financial services and markets
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to learn and adapt quickly
  • Self-motivated and proactive approach
  • Proficiency in technology

We offer a range of benefits including meal options, annual leave purchase, and wellness initiatives. We prioritize inclusion and diversity in all aspects of our work.

  • Financial Services Professional

    12 hours ago

    Canberra, ACT, Australia beBeeWealth Full time $90,000 - $120,000

    Private Wealth Advisor Role">We are seeking a motivated and detail-oriented individual to join our team as a Private Wealth Advisor. In this role, you will work closely with our experienced advisors to provide exceptional client service and support.Job DescriptionThis is an exciting opportunity to develop your skills and knowledge in wealth management,...

  • Financial Services Professional

    4 days ago

    Canberra, ACT, Australia beBeeCustomer Full time $74,000 - $86,000

    Job Role OverviewWe are seeking an accomplished professional to fill a role in Canberra, which involves developing business relationships with clients and promoting our financial services.Main ResponsibilitiesManaging customer inquiries and securing foreign exchange dealsEstablishing rapport with customers and encouraging repeat businessPerforming daily...

  • Financial Services Professional

    2 days ago

    Canberra, ACT, Australia beBeeLending Full time $90,000 - $120,000

    Job Opportunity: We are seeking a skilled and experienced professional to fill the role of Lending Specialist. Key Responsibilities:Assessing member creditworthiness and providing recommendations on loan amounts and repayment terms.Developing strong relationships with members, identifying their needs, and referring them to relevant products and...

  • Finance And Commercial Officer

    3 weeks ago

    Canberra, ACT, Australia Downer Professional Services Full time

    Finance and Commercial Officer - Defence Project Join to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional Services Finance and Commercial Officer - Defence Project4 days ago Be among the first 25 applicants Join to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional Services Get...

  • Finance And Commercial Officer

    15 hours ago

    Canberra, ACT, Australia Downer Professional Services Full time

    Finance and Commercial Officer - Defence Project Join to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional Services Finance and Commercial Officer - Defence Project 4 days ago Be among the first 25 applicants Join to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional Services...

  • Finance and Commercial Officer

    3 weeks ago

    Canberra, ACT, Australia Downer Professional Services Full time

    Finance and Commercial Officer - Defence ProjectJoin to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional ServicesFinance and Commercial Officer - Defence Project4 days ago Be among the first 25 applicantsJoin to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional ServicesGet...

  • Finance and Commercial Officer

    3 weeks ago

    Canberra, ACT, Australia Downer Professional Services Full time

    Finance and Commercial Officer - Defence ProjectJoin to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional ServicesFinance and Commercial Officer - Defence Project4 days ago Be among the first 25 applicantsJoin to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional ServicesGet...

  • Finance and Commercial Officer

    7 days ago

    Canberra, ACT, Australia Downer Professional Services Full time

    Finance and Commercial Officer - Defence ProjectJoin to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional ServicesFinance and Commercial Officer - Defence Project4 days ago Be among the first 25 applicantsJoin to apply for the Finance and Commercial Officer - Defence Project role at Downer Professional ServicesGet...

  • JC4S Branch Cost Modeller

    2 days ago

    Canberra, ACT, Australia Downer Professional Services Full time

    OverviewJoin to apply for the JC4S Branch Cost Modeller - Permanent Opportunities role at Downer Professional Services.Downer Professional Services is Defence's strategic workforce partner within the Joint Systems Division. As part of this win, Team Downer MSP now supports two critical system program offices within the JC4S Branch: Integrated Command,...

  • JC4S Branch Cost Modeller

    2 days ago

    Canberra, ACT, Australia Downer Professional Services Full time

    OverviewJoin to apply for the JC4S Branch Cost Modeller - Permanent Opportunities role at Downer Professional Services.Downer Professional Services is Defence's strategic workforce partner within the Joint Systems Division. As part of this win, Team Downer MSP now supports two critical system program offices within the JC4S Branch: Integrated Command,...