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Wholesale Investment Consultant

2 weeks ago

Adelaide, South Australia beBee Careers Full time
Investment Portfolio Manager

You are an experienced investment advisor or financial advisor with a passion for investment and portfolio management.

This is a wholesale-only service offering a compelling and well-regarded investment platform service, which peers are attempting to replicate.

  • Confidence with HNW or Ultra HNW clients, along with strong communication skills, is important.
  • You will attend networking and industry events, with occasional travel involved.