Senior Investment Strategist Role

2 weeks ago

Perth, Western Australia beBeeInvestment Full time $90,000 - $120,000

Investment Advice Specialist

Job Description:

The role involves working in a dynamic team to deliver high-quality investment advice to distinguished clients. We are seeking an individual with exceptional analytical skills and a strong client service ethic.

Responsibilities:

  • Provide expert guidance on investment strategies and market trends
  • Communicate financial information and present complex data in an engaging manner
  • Develop marketing materials and pitch documents for clients
  • Maintain accurate records and manage client accounts effectively
  • Collaborate with colleagues to enhance team efficiency and ensure compliance
  • Assist in managing IPOs, placements, and other capital raisings

Key Qualifications:

  • Recent experience in asset management, private banking, or professional services
  • Excellent communication and interpersonal skills
  • Strong organizational and time management abilities
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment
  • Proactiveness and autonomy
  • Bachelor's degree or relevant industry accreditation

About Our Workplace:

We strive to create a diverse and inclusive work environment where everyone feels valued and respected. Our culture of respect fosters growth, connection, and opportunities for all employees regardless of their background or identity.

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