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Senior portfolio advisor - wealth management

Sydney
beBeeFinancial
Posted: 13 December
Offer description

Family Office Portfolio Manager Opportunity

Seeking a professional to manage private client portfolios for a Multi-Family Office in Australia.

This role focuses on building relationships, providing strategic financial guidance, and coordinating with specialists.

The ideal candidate has around 5 years of relevant experience and a degree in a related field such as finance or accounting.

The position offers supportive flexible work arrangements, opportunities for growth, and numerous professional development opportunities.

To succeed in this role, the following skills are essential:

* Strong analytical and problem-solving skills.
* Ability to communicate effectively with clients and colleagues.
* Proficiency in financial planning software.

Our office provides a collaborative and dynamic work environment that fosters creativity, innovation, and teamwork.

With this opportunity, you will have the chance to make a meaningful impact on our clients' financial well-being while growing your career in a rapidly evolving industry.

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