Asset Portfolio Strategist

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $140,000 - $180,000

Are you ready to unlock your full potential in a dynamic organisation that values expertise, passion and diversity? We know that our exceptional people are the foundation of our success.

Your Role

This position is part of our Superannuation & Investments business unit. Our team sets the investment strategy and portfolio positioning for our clients, managing award-winning investment options.

Main Responsibilities

This role reports to Head of Investments and serves as the primary conduit between our Investment team and key stakeholders. Key responsibilities include:

  • Clients Engagement
  • Team Collaboration
  • Market Research and Competitive Analysis
  • Stakeholder Relationship Management
  • Compliance with Regulatory Requirements

Necessary Skills

Experience in investment products and/or investment sales, preferably with knowledge of multi-asset portfolios and an understanding of asset allocation, manager selection and portfolio construction techniques.

What's in it for You

You will join our inspiring environment that encourages development and celebrates success. Enjoy access to exclusive benefits, including financial services discounts, health support and retail savings.

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