Senior Consultant

3 weeks ago

Melbourne, Victoria, Australia Frontier Advisors Full time

Senior Consultant

This is an important role in our Consulting team. The core purpose of the role is to ensure the delivery of high-quality asset consulting services to Frontier Advisors clients by aiming for individual excellence and through the promotion of group excellence involving:

Client specific projects and client relationship management

Fund Manager and Investment research

Overview of the role

  • Assisting with managing our existing portfolio of clients
  • Responsibility for managing the clients to which you have been allocated in your specialist capacity and taking responsibility for those relationships and for guiding less experienced staff who work with you on those client teams
  • Working closely with our Research and Investment Strategy Teams to ensure that their research is keeping pace with the needs of our clients
  • Initiate, develop and maintain relationships with a range of clients and prospect clients including the building of new relationships and diversification of the client group
  • Developing and maintaining an appreciation of the overall range of services provided by Frontier Advisors, and which Frontier Advisors staff members have expertise in various areas, and getting those staff involved in client matters as needed
  • Where requested, undertake manager research to maintain and improve Frontier Advisors knowledge and understanding of managers dealt with on behalf of clients
  • Compiling and completing investment research papers within agreed timeframes.

Frontier Advisors – business overview

Frontier Advisors is Australia's leading independent asset consultant. Frontier Advisors has been at the forefront of delivering investment advice and technology to institutional investors for more than 30 years. We work to help our client's advance prosperity for their beneficiaries.

Frontier Advisors – people overview

At Frontier Advisors our people are our business. Our people come from a vast range of professional backgrounds and with experience from around the globe and across industry sectors.

Our people are our most important resource. The culture at Frontier Advisors encourages our team to think, to speak, and to challenge.

Desirable skills

  • Strong knowledge of investment management and asset allocation ideally including experience specifically in consulting or advice
  • Excellent organisation skills, an ability to work with external clients, consultants and advisors
  • Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
  • Relevant experience and relationships across the superannuation and other institutional investment clients
  • Excellent verbal and written communication skills and an ability to communicate at all levels including, professional presentation to clients and staff
  • An ability to work with ambiguity within a commercially sensitive environment.

To find out more about this fantastic opportunity and Frontier Advisors Vision, Values and Mission, please click here:

https://www.lawsondelaney.com.au/frontier-careers

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