Financial Services Consultant

1 week ago


Melbourne, Victoria, Australia beBeeInvestment Full time $800,000 - $1,200,000

About this role:

We are seeking a talented professional to support our intermediary sales teams and clients in delivering exceptional service and support. The successful candidate will work closely with the team to provide high-quality business consulting, portfolio analytics, and research analysis.

Key responsibilities include:

  1. Providing expert advice and guidance to intermediary clients on investment solutions and strategies
  2. Developing and maintaining strong relationships with clients to deliver tailored services and meet their needs
  3. Collaborating with cross-functional teams to drive business growth and improve client outcomes

What we offer:

A dynamic and supportive work environment with opportunities for growth and development

Competitive salary and benefits package

Flexible working arrangements to balance work and life

Requirements:

A bachelor's degree in a relevant field such as finance, economics or business

Minimum 2 years of experience in a related role with expertise in business consulting, portfolio analytics, and research analysis

Strong communication and interpersonal skills with ability to build effective relationships with clients and stakeholders

Proficiency in Microsoft Office and data analysis tools


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