Executive Portfolio Manager

1 week ago


Brisbane, Queensland, Australia beBeeInvestment Full time $180,000 - $250,000
About the Role

Take on a senior financial leadership position with a portfolio of high net worth clients and opportunities to grow.

Key Responsibilities:
  • Manage a portfolio of HNW and wholesale clients to deliver exceptional wealth management services
  • Provide tailored investment advice and hands-on service across portfolio construction and wealth growth
  • Analyse balance sheets, IPOs, and fund manager reports to inform investment decisions
  • Contribute to research and investment strategies within the team
Requirements:
  • Degree qualified with relevant advice accreditation and experience in wealth management or stockbroking
  • Strong background in investment markets and direct equities
  • Ability to construct and analyse advanced portfolios for optimal performance
  • Proven client relationship and advisory skills to build long-term relationships

The successful candidate will be part of a collaborative team culture, working closely with an experienced leadership team.



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