Chief Investment Strategist - Sydney - beBeeWealth

    beBeeWealth
    beBeeWealth Sydney

    1 week ago

    Full time

    Job title: Head of Wealth Management

    Description

    Establish a Prosperous Wealth Advisory Unit

    We are seeking an exceptional professional to lead the development and growth of our wealth management service line from inception. This opportunity involves creating, structuring, and executing strategies to expand our investor base and enhance revenue streams through targeted investment advice.

    • Select and recommend appropriate investment products suitable for existing and target wholesale investors.
    • Analyse client needs, provide expert guidance on sales, marketing efforts, compliance protocols.

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