Strategic Portfolio Manager

4 days ago

Gold Coast, Queensland, Australia beBeeInvestment Full time $90,000 - $100,000
Job Title: Financial Investment Adviser

About the Role:

We are seeking an experienced financial investment adviser to join our team. As a key member of our advisory team, you will be responsible for providing high-level investment advice and tailored solutions to our clients.

Key Responsibilities:

  • Evaluate client finances and goals, discussing financial options.
  • Conduct financial assessments, provide advice, analysis, and risk profiling for new and existing clients.
  • Advise on risk and taxation-based considerations of any investment action.
  • Monitor and adjust investments as needed.
  • Develop, execute, and present tailored investment strategies and financial plans.
  • Provide advice on various investment products, including superannuation, shares, and managed funds.
  • Establish financial goals and create executable plans.
  • Maintain compliance with regulatory requirements.
  • Build and nurture client relationships through ongoing support and portfolio reviews.

Required Skills and Qualifications:

  • Bachelor's degree in finance, economics, business, or a related field.
  • At least a year's experience in a similar position.
  • RG146 compliance and experience in financial advisory roles.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Able to work independently and as part of a team.

What We Offer:

  • Competitive salary package.
  • Opportunities for professional development and growth.
  • Supportive team culture.
  • Flexible working arrangements.

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