Investment Professional

6 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $200,000

As an investment professional, you will deliver exceptional service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5 million.

We are looking for a self-starter who can work across a team, liaising with both internal and external stakeholders to respond quickly to client questions and concerns.

The role is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

  • Establish and cultivate trusting relationships with new and existing clients
  • Stay current with investment markets
  • Manage ongoing relationship building with multiple investment specialists and their clients
  • Effectively apply processes supporting the delivery of self-directed offerings, and implementation of risk controls.
  • Liaise with internal and external stakeholders in implementing Private Wealth Advantage solutions and solving client queries
  • Develop presentation materials to assist investment specialists in cultivating new business opportunities
  • Be responsible for the administration relating to the onboarding of new self-directed clients as well as the implementation of new investments in conjunction with Operations Teams
  • Collaborate with Investment Specialists to develop and implement an overall business plan that may include events and customised seminars
  • Provide administrative support revolving around coordination of meetings and data entry
  • Complete and maintain compliance requirements and continual education (CPD points) as required by role.
About You
  • At least 5 years of work experience in a relevant role preferably supporting HNW clients
  • Tertiary qualifications in a business related discipline such as Finance, Commerce, Economics
  • Strong knowledge of financial markets and the financial services industry
  • Detail-orientated with strong organisational skills
  • Ability and interest in working in a fast-paced, evolving environment

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