Wealth Manager - Melbourne
Wealth Manager - Melbourne
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Job Description
Position: Wealth Manager
Location: Melbourne Australia
Employment Type: FullTime
About the Role:
My client a premier financial services firm is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to highnetworth individuals and families. The ideal candidate will have a proven track record in wealth management exceptional client relationship skills and a deep understanding of the financial markets.
Key Responsibilities:
Develop and manage a portfolio of highnetworth clients providing personalized financial strategies and investment advice.
Conduct comprehensive financial planning including investment management retirement planning estate planning and tax optimization.
Analyze clients financial situations risk tolerance and investment goals to create tailored wealth management plans.
Monitor and review clients investment portfolios making adjustments as necessary to ensure alignment with their financial objectives.
Stay updated with market trends economic conditions and regulatory changes to provide informed advice to clients.
Collaborate with internal teams including investment analysts and financial planners to deliver integrated financial solutions.
Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
Qualifications:
Bachelors degree in Finance Economics Business Administration or a related field (Masters degree or relevant certifications)
Minimum of 5 years of experience in wealth management or a related financial advisory role.
Proven track record of managing and growing a portfolio of highnetworth clients.
Strong knowledge of financial products investment strategies and market dynamics.
Excellent communication negotiation and interpersonal skills.
Ability to build and maintain longterm client relationships based on trust and integrity.
Proficiency in financial planning software and tools.
A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Skills and Competencies:
Strategic thinking and analytical skills.
High level of professionalism and ethical standards.
Clientfocused with a commitment to delivering exceptional service.
Strong organizational and time management skills.
Ability to work independently and as part of a team.
Benefits:
Competitive salary and performancebased incentives.
Comprehensive health and wellness benefits.
Opportunities for professional development and career advancement.
Supportive and collaborative work environment.
Application Process:
Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.
Attractive Package Salary Commission
Transferable Book Over 5 Million AUM Required
Employment Type
Full Time
