High-Net-Worth Investment Strategist

2 weeks ago

Perth, Western Australia Bebeeinvestment Full time

Delivering Exceptional Wealth Solutions
We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management strategies.
Key Responsibilities
You will oversee bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building trusted relationships is central to your role, ensuring a seamless client experience.
Attracting and retaining high-value clients is crucial.
Collaborating with internal teams and external professionals to build strong networks.
Preparing and reviewing advice documents, upholding the highest standards of professionalism and compliance.
Our team is dedicated to driving outcomes and fostering a supportive environment where everyone contributes ideas and expertise.

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