Wealth Manager

1 day ago

Melbourne, Australia BMYG Financial Group Full time

**About us**:
BMYG Financial Group was founded in 2010. The business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. With over a decade of experience, BMYG Financial Group has been identifying Australia’s core asset classes and seizes primary market opportunities with a strategic and innovative perspective. The Group provides high-net-worth investors with a wide range of compelling investment opportunities and structures such as fixed income, private equity, and IPOs. The Group offers value-add strategies for wealth management and diversified opportunities for asset allocation with Assets Under Management currently valued at A$600 million.

**As Business Wealth Manager, your duties will include but not be limited to**:

- Identify and target potential channel and networking to build a robust sales pipeline.
- Onboard new clients through the company’s marketing activities and your own channels.
- Convert new leads and prospects into clients by Providing valuable advice to meet the client’s needs.
- Provide full holistic financial advice and outstanding service to all clients.

**To become a valued member of this fast-paced team, you will have**:

- Self-motivated and driven to achieve both personal and team KPIs.
- Exceptional communication and relationship skills
- Exceptional client relationship and rapport building capabilities
- Relevant financial services experience or a business-related degree (economics, marketing, finance, business).
- Bilingual in Chinese and English.

**What we offer**

This is an excellent opportunity to join our growing organisation, with a fantastic Boxhill and Mel CBD office location, gain exposure to private equity and venture capital environment. Opportunities for further continued career development and career progression.

**Salary**: $50,000.00 - $150,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission

**Language**:

- Mandarin (required)

Work Location: In person

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