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Portfolio Strategist

3 weeks ago

Perth, Western Australia beBeeInvestment Full time $154,800 - $165,263
Job Role Overview:

We are seeking an experienced Portfolio Strategist to manage high net worth client relationships and develop business opportunities.

Main Responsibilities:
  • Develop investment strategies for clients
  • Provide regular portfolio reviews and recommendations to clients
  • Collaborate with other teams to identify new business opportunities
Essential Skills:
  • Bachelor's degree in Commerce or related field
  • Minimum 5 years experience in investment management or a related field
  • Strong knowledge of investments, including equities, fixed income, and derivatives
  • Excellent communication and interpersonal skills

The ideal candidate will have exceptional analytical and problem-solving skills, as well as the ability to work effectively in a team environment.

About Our Firm:

We are a leading financial services firm that provides investment management solutions to high net worth individuals and families. We are committed to delivering exceptional service and value through our expertise and dedication to client success.