Investment Trustee Expert

5 days ago

Brisbane, Queensland, Australia beBeeInvestment Full time $100,000 - $120,000

We are seeking a skilled Investment Trustee professional to support our fiduciary account in adherence to our client's investment governance framework.

**About the Role**

This is an exciting opportunity for a dedicated individual who is passionate about acting in the best interests of our clients. As an Investment Trustee, you will be responsible for developing and implementing investment strategies that meet the objectives of our beneficiaries while adhering to our client's investment governance framework.

**Key Responsibilities**

- Develop initial investment plans and prudent person reviews based on beneficiary objectives;
- Oversee annual portfolio reviews and prudent person reviews to ensure investment strategies meet beneficiary objectives;
- Present as a governance/vetting role on fiduciary accounts as advised by financial advisers;
- Support our National Manager with process integrations;
- Collaborate with trust managers and co-trustees to enhance client engagement;
- Support team growth through knowledge sharing and advocacy of team culture and values.

**Required Skills & Qualifications**

- Tertiary qualification in finance or related field;
- Post-graduation qualified in CFP or FINSIA and RG146 Compliant highly preferred;
- 3-5 years' experience in trustee, financial advice, or funds management industry;
- Strong understanding of trust law and prudent person principles;
- Solid financial modelling skills and background with Xplan and JIRA software solutions;
- Excellent attention to detail, communication, and stakeholder management skills.

**What We Offer**

- Flexible and hybrid working arrangements;
- Permanent position located in Brisbane CBD.

**How You Can Make a Difference**

This role offers a unique opportunity to make a meaningful impact on our clients' lives by providing expert investment guidance and support. If you are a motivated and experienced investment trustee professional looking for a new challenge, we encourage you to apply.

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