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Lead Investment Consultant

3 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time
Lead Investment Consultant

We are seeking a seasoned investment professional to join our team as a Lead Investment Consultant. This is an excellent opportunity for someone looking to advance their career in investment management and asset consulting.

Job Description

The successful candidate will be responsible for leading and managing client relationships, providing expert advice on investment management and asset allocation, and collaborating with internal teams to deliver high-quality services.

This role requires strong analytical and communication skills, as well as the ability to work effectively in a team environment.

Key Responsibilities:
  • Manage client relationships and provide strategic advice on investment management and asset allocation
  • Collaborate with internal teams to deliver high-quality services and achieve business objectives
  • Develop and maintain strong relationships with clients, colleagues, and other stakeholders
Requirements:
  • Strong knowledge of investment management and asset allocation principles
  • Excellent analytical and communication skills
  • Ability to work effectively in a team environment
  • Relevant experience in investment consulting or a related field
Benefits:

We offer a competitive salary and benefits package, including:

  • A generous bonus structure
  • A comprehensive health insurance plan
  • A flexible work-from-home policy
  • Ongoing training and professional development opportunities
About Us:

We are a leading independent asset consultant, committed to delivering exceptional results for our clients. Our team is dedicated to helping our clients achieve their investment goals, and we take pride in our reputation for excellence and integrity.