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Senior Asset Consulting Professional
2 weeks ago
Job Title: Senior Asset Consulting Professional
About the Role:We are seeking a seasoned senior consultant to join our team of experts in asset consulting. The successful candidate will play a key role in delivering high-quality services to our clients by promoting individual and group excellence.
Key Responsibilities:- Assist with managing existing client portfolios, ensuring timely delivery of services and maintaining strong relationships.
- Take responsibility for allocated clients and guide less experienced staff members in their development.
- Collaborate with research and investment strategy teams to ensure their work meets client needs.
- Initiate, develop, and maintain relationships with clients and prospects, including building new connections and diversifying client groups.
- Stay up-to-date on the range of services provided by the company and facilitate involvement from expert staff members as needed.
- Undertake manager research to enhance knowledge and understanding of managed clients.
- Compile investment research papers within agreed timeframes.
- Strong knowledge of investment management and asset allocation, preferably with experience in consulting or advice.
- Excellent organizational skills, enabling effective collaboration with external clients, consultants, and advisors.
- Exemplary interpersonal skills, with the ability to work cohesively within a team environment.
- Relevant experience and relationships across superannuation and other institutional investment clients.
- Exceptional verbal and written communication skills, facilitating professional presentations to clients and staff.
- An ability to navigate ambiguity in a commercially sensitive environment.
This is an excellent opportunity for a talented professional to grow their career while making a meaningful impact on our clients' success.
