Investment Strategy Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $220,000

Investment Strategy Specialist

About the Role

We are seeking an experienced Investment Strategy Specialist to join our team. As a key member of our wealth management team, you will be responsible for developing and implementing bespoke investment strategies for high-net-worth individuals and families.

Your expertise will enable us to deliver exceptional wealth solutions, tailored to the unique needs of our clients. You will work closely with internal teams and external professionals to promote our services and onboard new clients.

In this role, you will contribute to initiatives that drive innovation and reinforce our position as Australia's leading investment-focused private bank.

Required Skills and Qualifications
  • Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
  • A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
  • Exceptional presentation skills, both in personal interactions and deliverables
  • The ability to build trusted, long-term relationships with clients
  • Existing relationships or the ability to cultivate networks that bring new clients to our business
Benefits

You will be part of a friendly and supportive team where everyone contributes ideas and drives outcomes. We are committed to fostering a diverse, equitable and inclusive workplace.

About Us

We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. Our commitment to diversity, equity and inclusion is at the heart of everything we do.

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