Private Wealth Development Expert

1 day ago

Melbourne, Victoria, Australia beBeeExpertise Full time $100,000 - $150,000
Role Overview

A key role has become available in our leading financial institution for a Senior Private Wealth Specialist.

Key Responsibilities:
  • Drive growth in high-net-worth client acquisition through the development and execution of effective business strategies.
  • Collaborate with Global Investment Services Directors to deliver tailored investment solutions that meet client needs.
Requirements:
  1. Proven experience in building deep relationships with high-net-worth clients, with a strong background in private banking, investments, or wealth management.
  2. A successful track record of client acquisition and business development within the banking, investment, or wealth industry.
  3. Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.
  4. Demonstrated ability to collaborate effectively across teams and business segments.
  5. Sound knowledge of risk and compliance, including anti-money laundering (AML) and know-your-customer (KYC) obligations and client due diligence.
About Our Firm:

We are a global professional services firm committed to fostering an inclusive culture where everyone can thrive and reach their full potential.

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