Senior Asset Allocation Specialist

2 days ago


Perth, Western Australia beBeeInvestment Full time $150,000 - $180,000

Investment Strategist Opportunity

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    The role of Investment Strategist is to develop and execute investment plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This will involve analyzing market trends, identifying potential opportunities, and presenting investment propositions to discerning clients. The ideal candidate will possess a deep understanding of investment markets, excellent communication skills, and the ability to build strong relationships with clients and stakeholders.

Key Responsibilities:
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    • Develop and execute comprehensive investment plans tailored to meet the unique needs of HNW and UHNW clients
    • Analyze market trends and identify potential investment opportunities across multiple asset classes
    • Present investment propositions to high-net-worth clients, utilizing exceptional communication and interpersonal skills
    • Collaborate with the Executive Manager – Private Wealth Distribution to deliver a bespoke investment platform for HNW and UHNW clients

Requirements:
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    • Strong knowledge of investment markets, products, and strategies
    • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and stakeholders
    • Proven track record in generating new business leads and opportunities

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