Senior Investment Expert

3 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000
Investment Professional Opportunity

This is a rare chance for an experienced investment expert to step into a client-facing role.

About the Position
  • You will work alongside senior professionals, delivering tailored strategies and deepening client relationships.
Key Responsibilities
  • Partner with colleagues to deliver bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.
  • Prepare and present portfolio reviews, investment proposals, and strategic advice documents.
  • Conduct in-depth market research and contribute to investment strategy discussions.
  • Manage and execute market orders across relevant systems.
  • Maintain accurate client records in various platforms.
  • Participate in client meetings, contributing to relationship management and advice delivery.
  • Ensure compliance with regulatory and ethical standards.
About You
  • Proven experience in broking, funds management or private wealth advice is essential.
  • Degree-qualified in finance, economics, commerce or related field.
  • Completed or currently undertaking professional year.
  • RG146 compliant (or willing to obtain).
  • Strong technical skills in portfolio construction, investment analysis and financial modelling.
  • Excellent communication and relationship-building skills.
  • High attention to detail, initiative and commercial acumen.
  • Proficiency in Excel; coding skills highly regarded.

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