Strategic Wealth Investment Consultant

6 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $180,000
About the Role:

As a seasoned professional in wealth investment, you will drive bespoke consulting services to ultra-high-net-worth clients.

The role involves coordinating and driving investment research, collaborating with fund managers, research houses, and asset consultants to provide comprehensive strategies. We pride ourselves on our client-centric approach, building long-term relationships while upholding the highest standards of integrity and compliance.

Key Responsibilities:
  • Oversee wealth investment committee research related matters and deliverables, including investment insight reports and thought leadership
  • Prepare wealth investment committee papers, including comprehensive reports summarising findings, analyses, and recommendations regarding investment funds and asset class reviews
  • Manage investment committee stakeholder engagement, including coordinating fund manager meeting schedules and attending meetings to gather qualitative insights
Requirements:
  • Proven extensive experience in investment research, preferably within investment research houses
  • Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely
  • High attention to detail and strong organisational skills
  • Upholding the highest standards of regulatory compliance and ethical conduct

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