
Financial Solutions Specialist
1 week ago
We're seeking a seasoned investment professional to join our team in delivering exceptional financial solutions to high-net-worth clients.
Key Responsibilities- Presents and positions the investment proposition to clients across multiple asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and alternatives.
- Educates and trains colleagues on investment opportunities and markets.
- Develops new business leads and opportunities from existing relationships.
The role works closely with the broader business areas and reports to the Executive Manager – Private Wealth Distribution.
In this role, you will be responsible for presenting complex investment strategies to clients and providing expert guidance on portfolio management. You will also work closely with colleagues to develop and implement investment plans that meet client needs.
You will have the opportunity to work with a wide range of clients, from high-net-worth individuals to institutional investors. Your expertise in investment analysis and portfolio management will be essential in helping us deliver exceptional financial outcomes for our clients.
This is an exciting opportunity to join a dynamic team and contribute to the success of our organization. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply.
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