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Financial Services Professional
2 weeks ago
Fund Specialist
About the Role:The Fund Specialist plays a vital part in delivering a consistent, positive client experience. As an integral member of the investment team, this role is responsible for establishing and cultivating trusting relationships with new and existing clients.
- Develop and maintain strong relationships with high-net-worth clients to identify their investment needs.
- Stay current with market trends and investment opportunities.
- Collaborate with internal stakeholders to implement Private Wealth solutions and resolve client queries.
- Support the development of business plans and growth strategies with the Investment Specialist.
- Provide administrative support including data entry and coordination of meetings.
To succeed in this role, you will have:
- 5+ years of experience in a relevant investment or financial services role.
- Tertiary qualifications in finance, commerce, economics, or a related field.
- Strong knowledge of financial markets and the financial services industry.
- Excellent communication and organisational skills.
- A proven ability to work in a fast-paced environment.
