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High-net-worth client financial solutions specialist

Melbourne
beBeeInvestment
Posted: 23 August
Offer description

Expert Investment Advisor

As a seasoned investment advisor, you will work closely with high-net-worth individuals and families to deliver bespoke financial solutions that meet their unique needs. This role offers an exceptional opportunity to build long-term relationships, drive business growth, and contribute to the success of our clients.

Key responsibilities include:

* Providing expert investment advice and guidance to high-net-worth individuals and families.
* Building and maintaining strong relationships with clients to ensure exceptional service and outcomes.
* Collaborating with internal teams and external professionals to develop innovative financial solutions.
* Staying up-to-date with market trends and regulatory requirements to provide informed advice.

In return for your expertise and dedication, you can expect a competitive salary, comprehensive benefits package, and opportunities for career advancement in a dynamic and supportive environment.

Required Skills and Qualifications:

* Proven track record of delivering compliant and tailored financial planning and investment advice.
* Exceptional communication and interpersonal skills.
* Ability to work collaboratively as part of a team.
* Strong analytical and problem-solving skills.
* FASEA registration and compliance with ASIC regulations.

What We Offer:

* Competitive salary and bonus structure.
* Comprehensive benefits package, including wellbeing leave and additional service bonus leave days.
* Opportunities for professional development and career advancement.
* A dynamic and supportive work environment.
* Hybrid and flexible working arrangements.

How to Apply:

If you are a motivated and experienced investment advisor looking for a new challenge, please submit your application, including your resume and cover letter.

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