Financial Portfolio Strategist

3 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000
Job Description

As a Financial Investment Advisor, you will be responsible for providing high-quality financial advice to retail and wholesale clients across a range of investment products.


Responsibilities
  • Provide compliant, high-quality financial advice to clients.
  • Conduct client discovery meetings to assess financial objectives and risk tolerance.
  • Prepare and present Statements of Advice and tailored investment proposals.
  • Build and manage long-term client relationships through regular portfolio reviews and performance reporting.
  • Monitor market trends and regulatory changes to ensure best-practice advice and strategy.

Required Skills and Qualifications

We are looking for candidates with the following skills and qualifications:


  • Bachelor's degree or higher in Finance, Economics, Insurance, or a closely related discipline.
  • At least 3 years' experience advising retail and/or wholesale clients on multi-asset portfolios.
  • ASIC RG 146 accreditation (General and Personal Advice) with demonstrated application in practice.

Benefits

We offer a competitive salary package and opportunities for career development within a rapidly expanding global financial group.


Working at Doo Group

At our organization, we strive for continuous growth, collaboration, and creativity. As a team member, you will collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

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