Financial Professional

1 week ago

Sydney, New South Wales, Australia beBeeFixedIncome Full time $80,000 - $120,000

Job Title

This fixed income role offers a chance to support the Fixed Income division, providing access to fixed income opportunities and delivering quality service and outcomes.

The organization is backed by prominent financial institutions, expanding its fixed income capabilities.

Main Responsibilities:

  • Client Relationship Management: Manage client relationships and fixed income requirements; provide exceptional advice and client service.
  • Portfolio Management: Construct and manage portfolios to meet client needs and objectives.
  • Sales Growth: Achieve sales targets; contribute to team performance; collaborate on trade ideas and portfolio construction.
  • Business Development: Develop strategies to attract new clients; meet acquisition goals; build referral channels.
  • Operational Excellence: Ensure exceptional client service, accurate execution, and settlement.
  • Leadership: Lead by example and share experience with the team.

About You / Qualifications:

  • RG146 Accreditation;
  • degree in finance, mathematics, or a quantitative discipline;
  • experience in private wealth investments or financial markets;
  • 2-3+ years of Sales experience in Trading or Broking in Financial Markets;
  • demonstrated success in servicing clients;
  • strong network and community presence preferred.

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