High Net Worth Client Acquisition Specialist

2 weeks ago

Perth, Western Australia Bebeebusiness Full time

Job Description:
This role is an exciting opportunity for wealth advisors to focus on business development and acquiring high-net-worth wholesale clients in Australia.
Key Responsibilities:
Present our wealth management solutions to high-net-worth investors with AUD 750k or more to invest
Work remotely from your home, covering a local territory within driving distance
What You Need:
A strong track record of building relationships and identifying business opportunities
Excellent communication and presentation skills
Benefits:
Remote work arrangement allowing you to maintain a healthy work-life balance
Support from our global dedicated teams, including marketing and portfolio management
About the Opportunity:
This lucrative role allows you to leverage your expertise and passion for wealth management to build successful relationships with high-net-worth clients.
We Offer:
A dynamic and supportive environment that enables you to grow professionally and personally, while making a meaningful impact on our clients' financial futures.

  • High Net Worth Client Acquisition Specialist

    2 weeks ago

    Perth, Western Australia beBeeBusiness Full time $80,000 - $160,000

    Job Description:This role is an exciting opportunity for wealth advisors to focus on business development and acquiring high-net-worth wholesale clients in Australia. Key Responsibilities:Present our wealth management solutions to high-net-worth investors with AUD 750k or more to investWork remotely from your home, covering a local territory within driving...

  • High Net Worth Business Development Specialist

    2 weeks ago

    Perth, Western Australia beBeeWealth Full time $120,000 - $250,000

    Job Summary:We are seeking a seasoned business development specialist to acquire high-net-worth wholesale clients in Australia.About the Role:Present our wealth management solutions to high-net-worth investors with AUD 750k or more to investWork remotely from your home, covering a local territory within driving distanceKey Qualifications:A strong track...

  • High Net Worth Client Portfolio Manager

    2 weeks ago

    Perth, Western Australia beBeeFinancial Full time $150,000 - $200,000

    Job OpportunityWe are seeking a skilled financial services professional to join our team as a Private Banker.The successful candidate will be responsible for developing and growing their portfolio of high-net-worth clients, providing them with a full range of financial services and products, and delivering exceptional client service and tailored advice.To...

  • High Net Worth Client Manager

    2 weeks ago

    Perth, Western Australia beBeeRelationship Full time $112,579 - $158,978

    About the RoleWe are seeking a skilled professional to manage complex relationships with high net worth clients.The ideal candidate will have a proven track record of delivering exceptional customer service and building strong relationships through regular contact, quality financial health checks, and market awareness.This is an excellent opportunity for...

  • High Net Worth Tax Specialist

    1 week ago

    Perth, Western Australia Bebeetax Full time

    High-Net-Worth Tax ExpertWe're seeking a seasoned tax professional to lead our high-net-worth individual and business planning practice. As a trusted advisor, you will be responsible for delivering holistic tax planning strategies to clients, guiding them through complex financial situations.Key Responsibilities:Develop and execute comprehensive tax plans...

  • High Net Worth Tax Specialist

    2 weeks ago

    Perth, Western Australia beBeeTax Full time $120,000 - $180,000

    High-Net-Worth Tax ExpertWe're seeking a seasoned tax professional to lead our high-net-worth individual and business planning practice. As a trusted advisor, you will be responsible for delivering holistic tax planning strategies to clients, guiding them through complex financial situations.Key Responsibilities:Develop and execute comprehensive tax plans...

  • High Net Worth Client Service Professional

    2 weeks ago

    Perth, Western Australia beBeePrivate Full time $80,000 - $120,000

    Job RoleAn Associate Private Banker position is available in Perth, supporting high-net-worth clients by delivering exceptional service and seamless experiences.You will partner closely with Private Bankers to manage day-to-day client needs, coordinate solutions, and ensure every interaction reflects the high standard of care our clients expect.This is a...

  • High-Net-Worth Investment Strategist

    2 weeks ago

    Perth, Western Australia Bebeeinvestment Full time

    Delivering Exceptional Wealth SolutionsWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management strategies.Key ResponsibilitiesYou will oversee bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building...

  • High Net Worth Relationship Manager

    2 weeks ago

    Perth, Western Australia beBeeClientService Full time $90,000 - $120,000

    Unlock Your Potential as a Private Client AdvisorYou will play a vital role in delivering exceptional client service and building long-lasting relationships with high-net-worth individuals. As an Associate Private Banker, you will work closely with experienced professionals to manage client needs, coordinate solutions, and ensure every interaction meets the...

  • High-Net-Worth Client Service Specialist

    2 weeks ago

    Perth, Western Australia beBeeClient Full time $80,000 - $120,000

    Unlock Your Potential as a Private BankerCreate a brighter future for high-net-worth clients as an Associate Private Banker.Partner closely with our team to deliver exceptional service, manage client needs, and coordinate tailored solutions that meet their expectations.This opportunity allows you to build your career in Private Wealth surrounded by a...