Portfolio Manager

1 week ago

Sydney, New South Wales, Australia beBeeInvestment Full time $105,419 - $145,361
Job Description

We are seeking an experienced Portfolio Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining relationships with high-net-worth clients.

In this role, you will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to our clients.

  • Educate clients on our top-down portfolio strategy, their investments and important market events.
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towardtheir long term financial goals.
Requirements

To succeed in this role, you will need:

  • 5+ years of experience creating and building new client relationships and instilling trust within the investment industry (RG146 strongly preferred).
  • Knowledge of the Australian and/or New Zealand asset management industry, regulations and procedures.
  • University degree, suitable graduate diplomas or equivalent combination of experience.
  • A consultative approach with an emphasis on client focus.
Benefits

We offer a comprehensive benefits package, including:

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents.
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base.
  • 20 days of annual leave, in addition to 10 paid holidays.
  • Employee Assistance Program and other emotional wellbeing services.
  • $10,000* fertility, hormonal health and family-forming benefit.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

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