Portfolio Strategist

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

We are seeking a highly skilled and experienced Investment Professional to join our team as a Portfolio Strategist.

The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, and possess a deep understanding of the Australian and New Zealand asset management industry.

As a Portfolio Strategist, you will be responsible for developing and implementing tailored investment strategies that meet the unique needs and goals of each client. This will involve working closely with our internal portfolio decision-makers, research teams, and sales professionals to provide exceptional client service and ensure that our clients receive the best possible outcomes.

Key Responsibilities:
  • Develop and implement tailored investment strategies for high-net-worth clients
  • Build and maintain strong relationships with clients through regular communication and education
  • Work collaboratively with internal teams to deliver exceptional client service and results
Requirements:
  • 5+ years of experience in the investment industry, preferably with a focus on wealth management or private banking
  • Deep knowledge of the Australian and New Zealand asset management industry, including regulations and procedures
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas in a clear and concise manner
Benefits:
  • Opportunity to work with a globally diverse and privately held investment firm
  • Collaborative and inclusive company culture
  • Competitive salary and benefits package
  • Ongoing training and professional development opportunities

Fisher Investments Australasia is an equal opportunity employer committed to diversity and inclusion.

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