Financial Relationship Builder

4 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $120,000
Investment Strategist

To better the investment universe, we are seeking an Investment Strategist to join our globally diverse team. As a key partner in portfolio decision-making, you will be responsible for creating and building new client relationships, educating clients on our top-down portfolio strategy, and proactively connecting with clients on a quarterly basis.

The Role:
  • Create long-term value for high-net-worth clients through tailored financial solutions
  • Educate clients on our research-driven approach to investing
  • Build strong relationships with clients to ensure their financial goals are met
Requirements:
  • Minimum 5 years of experience in client relationship building within the investment industry
  • Detailed knowledge of the Australian and New Zealand asset management landscape, regulations, and procedures
  • University degree or equivalent combination of education and experience
About Us:

We strive to create a work environment that values diversity, inclusivity, and collaboration. Our employees enjoy access to training, development opportunities, and exceptional benefits.

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