Investment Proposition Specialist

1 week ago


Perth, Western Australia beBeeInvestment Full time $180,000 - $250,000
Investment Proposition Specialist

We are seeking a seasoned investment professional to present and position our investment proposition to high-net-worth clients.

Main Responsibilities:
  • Presentation and positioning of the investment proposition to HNW clients.
  • Discussion of investment opportunities across multiple asset classes, including fixed-income solutions, direct equities, property, structured solutions, and alternatives.
  • Educating Private Bankers on investment opportunities and markets.
  • Development of new business leads from existing relationships.

This is an excellent opportunity for a motivated investment professional to contribute to the growth and success of our wealth business.

Key Requirements:
  • Proven track record in investment sales or relationship management.
  • Strong understanding of investment products and services.
  • Excellent communication and presentation skills.
  • Able to work effectively in a team environment.

We offer a competitive compensation package and opportunities for career growth and development.

About Us:

We are a leading provider of wealth management services to high-net-worth individuals.



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