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Private wealth strategist

Sydney
beBeeAdvisor
Posted: 24 August
Offer description

Job Opportunity

Create your best future by building trusted relationships with high-net-worth individuals and delivering tailored banking solutions.

You will be the trusted advisor to clients seeking bespoke banking and wealth management services.


Key Responsibilities

* Develop deep, trusting relationships with clients of significant financial standing.
* Design and deliver complex lending and structuring solutions to meet client needs.
* Pose confidence in providing a holistic banking, wealth, and service offering.
* Collaborate effectively across teams to enhance client outcomes.


Why Partner With Us?

We strive to become our customers' preferred banking partner. We welcome diverse backgrounds, abilities, and experiences. We also provide support for underrepresented communities.

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