Multi-Asset Financial Strategist

7 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $145,000 - $175,000
Job Description

Colonial First State is seeking a seasoned professional to assume the role of Multi-Asset Investment Specialist. This exceptional opportunity allows for meaningful contributions to the financial well-being of Australians.

Key Responsibilities Include
  • Client and Advisor Engagement: Develop and implement effective strategies for investment team alignment with distribution channels, collaborating with Sales and Marketing to craft a comprehensive client service model, and integrating customer feedback into product improvement and development.
  • Team Engagement: Design collateral to ensure seamless communication of complex investment strategies to internal and external stakeholders.
  • Market Research and Competitive Analysis: Conduct thorough research to comprehend industry trends in multi-asset investing; identify areas for enhancement in our current product suite or emerging opportunities.
  • Stakeholder Relationship Management: Foster and maintain relationships with key stakeholders, including investors, research houses, external partners, and industry professionals; effectively communicate investment strategies and performance updates; collaborate with Sales and Marketing to address investor inquiries and ensure client satisfaction.
  • Regulatory Compliance: Maintain full awareness and compliance with all applicable financial regulations.
What We Offer

A dynamic and inclusive work environment where you can thrive and grow your career. Some of the benefits include:

  • Comprehensive training and development programs to enhance your skills and knowledge.
  • A competitive salary and bonus structure, plus access to CFS Employer Super and flexible insurance solutions.
  • Opportunities for professional growth and advancement within our organisation.
  • A supportive and diverse team environment that celebrates uniqueness and champions individuality.
Culture at Colonial First State

We believe that success is built upon strong teams, and we are dedicated to creating a thriving environment where individuals can flourish. Our commitment to diversity, equity, and inclusion sets us apart, and we strive to attract and retain top talent from diverse backgrounds.

If you're passionate about making a difference in the lives of Australians and want to be part of a dynamic and innovative team, apply today

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