Investment Opportunities Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $160,000 - $250,000
Job Title: Investment Opportunities Specialist

We are seeking a highly skilled Investment Opportunities Specialist to join our team. As an Investment Opportunities Specialist, you will play a crucial role in delivering exceptional client experiences and cultivating long-term relationships.

  • You will be responsible for establishing and maintaining relationships with clients, staying up-to-date with market trends, and collaborating with internal stakeholders to implement effective solutions.

The ideal candidate will have 5+ years of experience in a relevant role, preferably supporting high net worth clients. They will possess strong knowledge of financial markets and the financial services industry, as well as excellent organisational skills.

  • Strong knowledge of financial markets and the financial services industry

The successful candidate will also be detail-orientated, able to work in a fast-paced environment, and possess a passion for helping others achieve their financial goals.

  • Ability and interest in working in a fast-paced environment

In this role, you will have the opportunity to develop presentation materials, collaborate on business plans, and implement new investments in conjunction with our Operations Team.

  • Develop presentation materials to assist investment specialists in cultivating new business opportunities

You will also be responsible for the administration related to onboarding new clients, including implementing new investments and collaborating with our Investment Specialists to develop and implement overall business plans.

  • Be responsible for the administration relating to the on boarding of new self-directed clients as well as the implementation of new investments in conjunction with Operations Team

This is an excellent opportunity for someone who is passionate about the financial sector and is looking to take their career to the next level.

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