Strategic Investment Advisor

4 days ago

Melbourne, Victoria, Australia beBeeConsultant Full time $120,000 - $140,000
Investment Consultant

This is an exciting opportunity for a highly skilled investment professional to take on a challenging role in our consulting division.

The ideal candidate will possess excellent communication skills, be able to think strategically and have a proven track record of delivering results.

We are looking for someone who is passionate about the financial industry, has a strong understanding of investment products and can build strong relationships with clients.

Key Responsibilities:

  • Preparing for and participating in client meetings, including investment committee meetings, and managing follow-up communications and reporting.
  • Taking responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
  • Leading sector-specific research and maintaining up-to-date knowledge of fund managers, investment processes, and products.
  • Supporting the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
  • Producing high-quality client materials such as presentations, quarterly reports, and market commentary.
  • Collaborating with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.

Requirements:

  • A minimum of 5 years of experience in investment research, financial planning, funds management, or a related financial services environment.
  • Strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
  • A sound understanding of portfolio construction, investment structures, and financial markets.
  • Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, and ideally experience with CRM systems such as Salesforce.
  • A finance or business degree and RG146 compliance, demonstrating commitment to ongoing training, study, and upholding professional standards in financial services.

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