Personal Wealth Strategist

6 days ago

Perth, Western Australia Bebeeexpert Full time

Investment Expertise for High-Net-Worth Individuals
We provide personalized investment solutions to empower high-net-worth individuals and families in their wealth management goals.
To achieve this, we leverage market-leading expertise, innovative thinking, and robust risk management strategies. Our team is committed to delivering exceptional wealth solutions that cater to the unique needs of each client.
We strive to invest in technology that streamlines compliance and operational efficiency, allowing our professionals to focus on what matters most: building trusted relationships and providing tailored advice.
Our global presence in 31 markets and 56 years of unbroken profitability have established us as a leading player in the financial services industry. We are dedicated to fostering a collaborative environment where everyone contributes ideas and drives outcomes.
As a senior private wealth advisor, you will play a vital role in delivering bespoke investment advice tailored to the needs of high-net-worth individuals and their families. This will involve building and nurturing trusted relationships, ensuring an exceptional client experience, and overseeing the preparation of advice and review documents with the highest standards of professionalism and compliance.
Key responsibilities include attracting and retaining clients, building networks, and collaborating with internal teams and external professionals to promote our wealth management services.

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