High Net Worth Portfolio Specialist
7 days ago
Build lasting connections with high-net-worth clients as a Portfolio Strategist.
The OpportunityYou will collaborate with internal portfolio decision-makers, research teams, and sales experts to deliver exceptional client service.
Key Responsibilities- Develop trusting relationships with clients and educate them on our top-down investment approach.
- Proactively engage with clients to review their asset allocation and ensure we're on track towards their long-term financial goals.
- Work closely with the sales team to establish a roster of high-net-worth clients.
- 5+ years of experience creating and building new client relationships in the investment industry (desired).
- Knowledge of the Australian and/or New Zealand asset management market, regulations, and procedures.
- University degree or equivalent combination of experience.
- Strong consultative approach with an emphasis on client-centricity.
We prioritize our clients' interests above all else, striving to better the investment universe through a collaborative approach.
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