Financial Services Professional

4 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $150,000
Investment Specialist Opportunity

We are seeking a highly skilled investment specialist to join our team in Sydney. As a key member of our Private Client Group, you will work closely with internal portfolio decision-makers, research teams, and sales professionals to deliver exceptional service to high-net-worth clients.

About the Role

This is an exciting opportunity to work for a globally diverse privately held investment firm that prioritizes client interests above all else. Our unique approach focuses on providing fee-only fiduciary services, ensuring our compensation structure aligns with clients' best interests.

Key Responsibilities
  • Establish trusting relationships with clients
  • Educate clients on our top-down portfolio strategy, investments, and market events
  • Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals
Requirements
  • 5+ years of experience creating and building new client relationships in the investment industry (RG146 preferred)
  • Knowledge of Australian and/or New Zealand asset management industry, regulations, and procedures
  • University degree or suitable graduate diploma
Why Work with Us?

We strive to better the investment universe by always putting clients first. We offer unmatched service, continuous education, and unique perspectives on investing. Join us on our mission to drive growth and expansion in Australia and New Zealand.

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