High Net Worth Portfolio Specialist

6 days ago

Melbourne, Victoria, Australia beBeePortfolio Full time $140,000 - $180,000
Senior Portfolio Manager

We are seeking an experienced Senior Portfolio Manager to contribute to the development of our high net worth clients' financial portfolios.

About the Role:

This role involves working closely with private enterprises and high-profile individuals to provide expert advice on superannuation matters. You will be responsible for overseeing a portfolio of SMSFs for these family groups and high-net-worth individuals.

Your Key Responsibilities:
  • Provide expert guidance on all SMSF-related matters, ensuring effective management of complex superannuation landscapes.
  • Apply technical knowledge, including related party transactions, to optimize financial outcomes.
  • Develop strong verbal and written communication skills to present effectively to industry groups and stakeholders.
  • Oversee SMSF administration, ensuring accurate preparation and lodgment of returns, financial statements, and workpapers.
  • Collaborate with team members and clients across Australia and globally to resolve complex queries and deliver exceptional client service.
  • Mentor and train junior team members, sharing your expertise in superannuation and portfolio management.
What We Offer:
  • A flexible working arrangement that allows you to balance your work and personal life.
  • An opportunity to connect with colleagues and make meaningful relationships.
  • Access to health and lifestyle benefits that promote well-being.
  • Inclusive parental leave policies that support work-life balance.
  • Ongoing professional development opportunities to enhance your skills and knowledge.
  • Meaningful work that contributes to the success of our clients and organization.

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