Asset Portfolio Specialist

1 week ago


Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $150,000
Exciting Career Opportunity in Asset Management

We are seeking a highly motivated and skilled professional to join our team as an Asset Portfolio Specialist.

About the Role:

This is a dynamic and challenging position that requires strong analytical and communication skills, with a passion for delivering exceptional results.

Key Responsibilities:
  • Develop and implement effective strategies to drive business growth and expansion across various asset classes.
  • Build and maintain strong relationships with key stakeholders, including financial advisers, licensees, brokers, and private wealth advisors.
  • Identify and capitalize on new business opportunities to meet sales targets and objectives.
  • Stay up-to-date with market trends and industry developments to ensure we remain at the forefront of asset management.
Required Skills and Qualifications:
  • Tertiary qualification in Economics, Finance, or other related discipline.
  • Proven track record in business development and client relationship management in the retail funds management sector.
  • Minimum 3 years prior experience in similar client-facing roles, preferably with expertise in investment strategies across various asset classes.
  • Demonstrated ability to work effectively in a dynamic team environment, with strong organizational and time management skills.
What We Offer:
  • Opportunity to work with a global leader in financial services.
  • Dynamic and supportive team environment.
  • Competitive salary and benefits package.


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