Australian/New Zealand Investment Strategy Specialist

3 days ago

Sydney, New South Wales, Australia beBeeStrategy Full time $100,000 - $150,000
Investment Strategy Specialist

We are seeking a highly skilled Investment Strategy Specialist to partner with our portfolio decision-makers and research teams.

The Opportunity:

As an Investment Strategy Specialist, you will be responsible for building trusting relationships with high-net-worth clients and educating them on investment strategies and market events.

Key Responsibilities:

  • Build strong relationships with high-net-worth clients
  • Educate clients on investment strategies and market events
  • Proactively connect with clients to review asset allocation and progress towards their goals

Requirements:

  • 5+ years of experience in the investment industry (RG146 preferred)
  • Knowledge of Australian and/or New Zealand asset management industry, regulations, and procedures
  • University degree or equivalent experience
  • Thoughtful, client-focused approach

Benefits:

Our firm is committed to providing comprehensive training and development opportunities, as well as benefits that support a healthy work-life balance.

Additional Information:

At our firm, we prioritize our clients' interests above all else. If you share our commitment to delivering exceptional client service and advancing your finance career, we encourage you to apply.

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