Expert Investment Manager

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000
Investment Professional Opportunity

We are seeking a highly skilled and experienced investment professional to join our team.

The ideal candidate will have a proven track record of establishing and cultivating strong relationships with clients, staying current with market trends, and managing ongoing relationship building with multiple stakeholders.

This is an exciting opportunity for a talented individual to develop their skills and experience in the investment industry.

  • Establish and cultivate trusting relationships with new and existing clients
  • Stay current with investment markets
  • Manage ongoing relationship building with multiple stakeholders
  • Effectively apply processes supporting the delivery of high-quality client services
  • Liaise with both internal and external stakeholders in implementing solutions and solving client queries
  • Develop presentation materials to assist in cultivating new business opportunities
  • Be responsible for the administration relating to the on boarding of new clients as well as the implementation of new investments
  • Collaborate with colleagues 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
  • 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

  • Strategic Investment Expert

    4 days ago

    Sydney, New South Wales, Australia beBeePortfolio Full time

    We are seeking a Portfolio Specialist to join our Client Portfolio Management team. This role plays a key part in new product development and serves as a first point of contact for various stakeholders on all investment-related communications.The successful candidate will be responsible for the following tasks :Serving as an internal subject matter expert...

  • Investment Manager

    2 days ago

    Sydney, New South Wales, Australia Capstone Full time

    This range is provided by Capstone Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$200,000.00/yr - A$250,000.00/yrDirect message the job poster from Capstone RecruitmentDirector @ Capstone | Property Recruitment ExpertMultiple real estate strategies, predominantly residential...

  • Investment Manager

    2 weeks ago

    Sydney, New South Wales, Australia Capstone Full time

    Capstone Sydney, New South Wales, Australia Investment Manager Capstone Sydney, New South Wales, Australia 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Capstone Recruitment Specialist across Investment, Funds Management, Capital Markets and Direct Property Our...

  • Investment Manager

    20 hours ago

    Sydney, New South Wales, Australia Capstone Full time

    Capstone Sydney, New South Wales, AustraliaInvestment ManagerCapstone Sydney, New South Wales, Australia2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from CapstoneRecruitment Specialist across Investment, Funds Management, Capital Markets and Direct PropertyOur...

  • Expert Investment Professional

    23 hours ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $110,000 - $130,000

    Job SummaryWe are seeking an experienced investment professional to lead our service delivery for the investment pillar of our value proposition.Main Responsibilities:Develop and execute strategies to upsell advice practices in New South Wales, achieving retention and share of wallet AUM goals.Recruit and onboard new advisers and practices to entrust their...

  • Technology Investment Expert

    4 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time

    About the Role">We are seeking a skilled professional to join our Technology, Media & Telecommunications (TMT) investment team as a Private Equity Associate. This is an exciting opportunity to work with a high-performing international team that focuses on identifying and executing transformative investments in dynamic industries.ResponsibilitiesManage the...

  • Investment Manager

    2 weeks ago

    Sydney, New South Wales, Australia Searchability® Full time

    1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from SearchabilityHead of HR & Operations at Searchability recruiting the best Digital Marketing & eCommerce talent across NSWInvestment ManagerOngoing training and professional development opportunities to stay ahead in the...

  • Manager, Investments

    2 days ago

    Sydney, New South Wales, Australia Qantas Full time

    Manager, Investments & Strategy, Carbon MarketsManager, Investments & Strategy, Carbon Markets1 week ago Be among the first 25 applicantsOperate at the forefront of domestic and international carbon markets, helping secure investment through the Qantas Climate Fund and shaping the Group's long-term market strategyDrive complex, projects with cross-functional...

  • Investment Research Expert

    11 hours ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $250,000

    Job Title: Investment Research AnalystAbout the Role:We are seeking a highly skilled Investment Research Analyst to join our team and contribute to the development of our Capital Market Assumptions (CMAs) and support the design of investment strategy.Key Responsibilities:Main Objectives:Design and implement effective investment strategies that align with our...

  • Manager, Investment Tax

    2 days ago

    Sydney, New South Wales, Australia Aware Super Full time

    Join to apply for the Manager, Investment Tax role at Aware Super1 day ago Be among the first 25 applicantsJoin to apply for the Manager, Investment Tax role at Aware SuperDirect message the job poster from Aware SuperYour SUPER career starts hereAs one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and...