Investment Advisor

19 hours ago

Melbourne, Victoria, Australia beBeeWealthAdvisor Full time
Join Our Wealth Advisory Team

We are seeking highly motivated and enthusiastic individuals to join our Wealth Advisory team. As a member of our team, you will have the opportunity to gain valuable experience and skills in wealth management, investment strategies, and portfolio management.

This role is perfect for those who are eager to learn and grow with a dynamic and forward-thinking organization. You will be responsible for assisting clients with their financial needs, providing investment advice, and managing client relationships.

To be successful in this role, you will need to possess excellent communication skills, a strong understanding of financial markets and products, and the ability to work well under pressure. If you are a team player who is passionate about delivering exceptional client service, we encourage you to apply.

About the Role
  • Assist clients with their financial needs, including providing investment advice and managing client relationships.
  • Conduct research and analysis to stay up-to-date on market trends and developments.
  • Develop and implement effective investment strategies to meet client goals and objectives.
  • Maintain accurate and detailed records of client interactions and transactions.
Requirements
  • Relevant degree in finance or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and meet deadlines.
  • Strong analytical and problem-solving skills.
Benefits

As a member of our Wealth Advisory team, you will enjoy a range of benefits, including:

  • Opportunities for career growth and development.
  • A competitive salary and bonus structure.
  • A comprehensive training program to help you develop your skills and knowledge.
  • A collaborative and supportive work environment.
What We Offer

We offer a dynamic and supportive work environment that is committed to excellence and innovation. Our team is passionate about delivering exceptional client service and we are looking for like-minded individuals to join us.

If you are a motivated and enthusiastic individual who is passionate about wealth management and client service, we encourage you to apply for this exciting opportunity.

  • Investment Advisor

    4 weeks ago

    Melbourne, Victoria, Australia Balfour Capital Group Full time

    2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations.We specialize in Commodities, Currencies,...

  • Investment Advisor

    1 day ago

    Melbourne, Victoria, Australia Balfour Capital Group Full time

    2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Join Balfour Capital Group as an Investment AdvisorAbout Balfour Capital GroupBalfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies,...

  • Property Investment Advisor

    3 weeks ago

    Melbourne, Victoria, Australia Buscojobs Full time

    Property Investment Advisor - InvestLove Where You WorkMetricon Homes, Australia's largest home builder is committed to recruiting outstanding individuals who share our passion for delivering quality, service and award winning living solutions for Australian families.Invest by Metricon is a new division of the business offering our clients tailored property...

  • Investment Consultant

    2 weeks ago

    Melbourne, Victoria, Australia UBS Full time

    Job Reference #317884 BRCity Melbourne, Sydney Job Type Full Time Your role Do you have the perfect pitch? Do you follow the markets, even in your spare time?We're looking for an investment specialist to:• pitch clients or prospects, or contribute specialist knowledge for Advisors and end clients• generate ideas, pricing and execution across asset...

  • Investment Consultant

    2 weeks ago

    Melbourne, Victoria, Australia UBS Full time

    Job Reference #317884BRCityMelbourne, SydneyJob TypeFull TimeYour roleDo you have the perfect pitch? Do you follow the markets, even in your spare time?We're looking for an investment specialist to:• pitch clients or prospects, or contribute specialist knowledge for Advisors and end clients• generate ideas, pricing and execution across asset classes...

  • Investment Ecosystem Specialist

    2 days ago

    Melbourne, Victoria, Australia beBeeInvestorRelations Full time

    We are seeking a skilled and experienced Investor Relations Professional to join our team.The ideal candidate will have a strong background in investment management, wealth management or venture capital, with excellent financial literacy and communication skills.Responsibilities will include partnering with senior leadership to support capital raises,...

  • Investment Specialist

    2 days ago

    Melbourne, Victoria, Australia beBeeTransaction Full time

    Job OpportunityWe are seeking a motivated and detail-oriented professional to join our team as an Analyst – Transactions & Investments . This role offers a unique opportunity to gain exposure across the full investment lifecycle , from sourcing and structuring new deals through to investment performance analysis.About the RoleThis is a rare chance to step...

  • Senior Investment Advisor

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $300,000 - $500,000

    Drive Business Growth as a Property StrategistThis is an exceptional opportunity to work with a leading consultancy that focuses on delivering results-driven property investment solutions. As a Property Strategist, you will play a crucial role in helping everyday Australians achieve their wealth-building goals through smart property investments.This sales...

  • Investment Associate

    2 weeks ago

    Melbourne, Victoria, Australia Energy Vault Full time

    Company Description This is an opportunity to join the Octopus Australia team in our Sydney office. The successful applicant will be able to join the Octopus Investments Australiateamon their mission to accelerate Australia'stransition to a future powered by renewable energy.We are looking for an Investment Associate, reporting to a senior member of the...

  • Senior Investment Professional for Financial Institutions

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $160,000 - $240,000

    Investment Advisor - SuperannuationWe are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a key role in advising leading Australian and global institutional investors on their direct and indirect investments across various traditional and emerging asset classes.This includes working closely with Partners and the...