Portfolio Manager

3 days ago


Brisbane, Queensland, Australia beBeeInvestment Full time $120,000 - $180,000
Job Title: Senior Investment Adviser

As a senior investment adviser, you will play a crucial role within our organization, collaborating closely with experienced leaders to deliver tailored investment advice and provide exceptional service to high net worth clients.

Key Responsibilities:

  • Manage a portfolio of high net worth and wholesale clients by providing personalized investment and portfolio advice
  • Deliver customized investment solutions through thorough analysis of balance sheets, IPOs, and fund manager reports
  • Drive growth of the client base through strategic referrals and leads
  • Contribute to research and investment decisions within the team

Requirements:

  • Degree qualification with relevant advice accreditation
  • Strong background in wealth management or stockbroking with experience in investment markets and direct equities
  • Advanced skills in portfolio construction and analysis
  • Proven track record of delivering excellent client relationship and advisory services

About Our Organization:

We are a self-licensed wealth management firm with over 35 years of experience, specializing in investment advice with a strong focus on direct investments supported by in-house research.


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