Investment Consultant

2 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $130,000

Portfolio Strategist

We are seeking a skilled Portfolio Strategist to join our team. As a key member of our investment division, you will play a critical role in shaping the strategic direction of our clients' portfolios.

About the Role:

  • Develop and implement portfolio strategies that meet the evolving needs of our clients
  • Collaborate with cross-functional teams to drive business growth and deliver exceptional client outcomes
  • Conduct thorough research and analysis to identify market trends and opportunities
  • Prepare high-quality reports and presentations for senior management and clients

Key Requirements:

  • Minimum 5 years of experience in investment research, financial planning, or a related field
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas clearly
  • Proven track record of delivering high-quality results in a fast-paced environment
  • Excellent relationship management skills, with the ability to build strong relationships with clients and stakeholders
  • Finance or business degree, with RG146 compliance (or equivalent)

What We Offer:

  • A dynamic and collaborative work environment
  • Competitive salary and bonus structure
  • Ongoing training and development opportunities
  • Flexible work arrangements and hybrid work options
  • A culture that values continuous learning and professional growth

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