Private Wealth Management Consultant

6 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000

Unlock a great opportunity to build a career in private wealth and play a key role in supporting the day-to-day needs of high net worth (HNW) clients.

About This Role

We strive to create enduring partnerships with a deep understanding of banking and wealth needs, enabling us to provide a truly compelling financial service. Our goal is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them grow, manage and protect their wealth.

Key Responsibilities
  • Partner with private bankers to retain and grow valuable client relationships in the HNW segment.
  • Coordinate the delivery of our service proposition by being the first point of contact for the day-to-day needs of a portfolio of HNW clients.
  • Manage client expectations and keep them informed of progress.
  • Facilitate the efficient execution of client needs through effective engagement of our service partners.
What We Offer
  • A well-established company where the customer is at the heart of everything we do.
  • The opportunity to grow and develop your career with us.
  • Internal secondments and training to further yourself.
  • Competitive salary and great staff benefits.
  • Flexible leave options and a supportive culture.

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