Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial advisor

Melbourne
beBeeInvestment
Financial Advisor
Posted: 25 June
Offer description

As a seasoned professional, you will have the opportunity to work with high-net-worth clients across multiple regions, building long-lasting relationships and driving business growth.

Key responsibilities include:

* Client Acquisition: Identify and pursue new business opportunities with high-net-worth individuals and families.
* Collaborative Engagement: Work closely with senior hedge fund managers to develop strategic plans and proposals for prospective clients.
* Relationship Building: Foster strong partnerships with regional leaders to expand our global presence.
* Client Management: Maintain accurate and up-to-date Know Your Customer (KYC) documentation for each account originated.
* Market Awareness: Stay informed about global economic trends and market shifts to provide expert advice to clients.

We are seeking experienced sales professionals with a proven track record of success in financial services. Ideal candidates will possess:

* Experience: Minimum of 5 years in sales or a related field.
* Network: Established connections with high-net-worth clientele.
* Education: Bachelor's or Master's degree in Finance, Business, or a related field; advanced degrees or certifications are a plus.
* Skills: Strong relationship development, risk awareness, and consultative selling approach.
* Mindset: Proactive, adaptable, and ready to manage evolving client needs in a dynamic global market.

Benefits of joining our team include:

* Competitive compensation structure with weekly payouts.
* Access to daily market briefs and advanced training sessions provided by experienced fund managers.
* Opportunities for ongoing learning and professional growth.
* A collaborative and diverse work environment that values innovative thinking.

At Balfour Capital Group, we prioritize diversity and inclusion, offering an equal opportunity for all applicants to thrive in a dynamic and fast-paced environment. If you are a motivated sales professional looking for a challenging and rewarding career opportunity, please submit your application through LinkedIn or apply directly with your CV. Shortlisted candidates will be contacted for a Zoom video interview, followed by a meeting with one of our hedge fund managers.

We look forward to hearing from you!

Seniority Level: Not Applicable

Employment Type: Contract

Job Function: Finance, Consulting, and Sales

Industries: Financial Services, Investment Advice, and Investment Management

Referrals increase your chances of interviewing at Balfour Capital Group by 2x

Get notified about new finance jobs in Melbourne, Victoria, Australia.

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Send an application
Create a job alert
Alert activated
Saved
Save
Similar job
High net worth financial advisor
Melbourne
beBeeFinancial
Financial Advisor
Similar job
Senior financial advisor - asset management
Melbourne
beBeeFinancial
Financial Advisor
Similar job
Senior financial advisor
Melbourne
beBeeFinancial
Financial Advisor
Similar jobs
Finance jobs in Melbourne
jobs Melbourne
jobs Victoria
Home > Jobs > Finance jobs > Financial Advisor jobs > Financial Advisor jobs in Melbourne > Financial Advisor

About Jobstralia

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by job title
  • Jobs by sector
  • Jobs by company
  • Jobs by location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobstralia - All Rights Reserved

Send an application
Create a job alert
Alert activated
Saved
Save