Investment Strategy Consultant

6 days ago


Sydney, New South Wales, Australia The Andersen Partnership Full time
About This Opportunity

The Andersen Partnership is seeking an Investment Strategy Consultant to join our team.

Responsibilities
  • We develop and implement customized investment strategies and recommendations aligned with clients' goals and objectives.
  • We implement and monitor investment portfolios, ensuring alignment with clients' risk profiles and investment objectives.
  • We stay up-to-date on market trends, economic developments, and regulatory changes to provide informed and up-to-date advice to our clients.
  • We maintain compliance with regulatory requirements and industry standards, adhering to ethical guidelines and best practices in financial advisory services.
Requirements
  • A Bachelor's degree in Finance, Business, Economics, or a related field; an advanced degree (e.g., MBA, CFP, CFA) is preferred.
  • A minimum of 5 years of experience in financial advisory or wealth management roles, with a proven track record of success in serving high net worth clients.
  • Demonstrated expertise in financial planning, investment management, and wealth preservation strategies.
  • A client-focused approach with a commitment to delivering personalized and value-added solutions.
  • Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.


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