Financial Investment Advisory Manager

2 days ago

Melbourne, Australia Boman Group Full time

**[Financial Investment Advisory Manager]**

Location: Melbourne, VIC

**Salary**: $75,000 - $80,000 per year + Commission
- 38 Hours Per Week
- Monday to Friday

**[Company Overview]**

Boman Corporate Pty Ltd is a licensed financial services firm, with a strategic presence in Melbourne, Sydney, Tianjin and Hong Kong. Since 2011, we have delivered integrated wealth and investment solutions to high-net-worth individuals, family offices, and institutional clients.

Our service offering spans wealth management, securities, funds management, derivatives, and trustee services. We are also licensed in Hong Kong to provide wealth and fund-related advisory services across Asia-Pacific. Our focus industries include healthcare, ESG, AI & technology, consumer sectors, and real estate—areas we believe will shape the future economy.

**[About the Role]**

We are seeking a capable and analytical Financial Investment Advisory Manager to join our investment and advisory division. This role provides exposure to investment strategy development, cross-border market analysis, and institutional advisory processes within a multi-disciplinary environment.

Working closely with internal teams and external partners, you will contribute to projects involving fund structuring, sector research, investment communications, and strategic planning. The role also includes supporting clients in navigating investment opportunities and product offerings across jurisdictions.

**[Key Responsibilities]**
- Conduct research on industry trends, capital markets, and investment themes aligned with the firm’s strategic focus；
- Support the preparation of investment reports, fund-related materials, and investor communications；
- Engage with legal, accounting, and compliance teams to ensure transactions align with regulatory requirements；
- Monitor financial regulations and industry updates relevant to our advisory and fund activities；
- Assist in evaluating business sectors and potential opportunities for inbound investment into Australia；
- Provide support to international clients in understanding financial structures and comparing investment products；
- Facilitate connections with licensed institutions and help clients assess appropriate financial solutions.

**[Qualifications]**
- Bachelor’s degree (or higher) in Finance, Economics, Accounting, or related discipline；
- 1-3 years of experience in financial services, advisory, or investment-related roles；
- RG146 certification preferred；
- Proficient in Microsoft Office, financial modelling tools, and CRM systems.

**[Skills and Attributes]**
- Strong analytical and critical thinking abilities；
- Excellent written and verbal communication skills；
- Ability to build and maintain strong client relationships;
- Solid understanding of capital markets and global economic trends；
- High level of professionalism, reliability, and discretion；
- Ability to work collaboratively across multi-functional teams and client groups.

**[What We Offer]**
- Competitive base salary with performance-based incentives；
- Exposure to cross-border investment opportunities and capital markets projects；
- Career development within a forward-looking financial services firm；
- Access to diversified investment platforms, research resources, and advisory infrastructure；
- A values-driven, inclusive and collaborative team environment.

**[How to Apply]**

“Application - Financial Investment Advisory Manager”

职位类型：全职

薪资： $75,000.00至$80,000.00（每年 ）

Work Location: 现场办公

  • Manager, Financial/infrastructure Advisory

    2 weeks ago

    Melbourne, Australia Arup Full time

    As an expert in the field of ** Financial Advisory** you have a seat at the table alongside our designers, engineering consultants, sustainability advisors and specialists across the built environment. Essential to the future growth of our business, this role will help shape Arup’s Australasia Advisory Services and the broader, global firm. It’s not...

  • Manager - Financial Advisory

    2 weeks ago

    City of Melbourne, Australia ClearCompany Full time

    About Forvis Mazars We’re a globally integrated audit, tax and advisory firm with offices in more than 100 countries – and we’re recruiting for an experienced and motivated Manager in our M&A Division. This could be just the right opportunity for you if you…. - Like to work collaboratively with clients and colleagues and find communication and...

  • Manager | Tax

    3 days ago

    Melbourne, Victoria, Australia Mercury Financial Partners Full time $80,000 - $120,000 per year

    About the role Mercury Financial Partners is seeking an experienced Manager | Tax & Advisory to join our growing team. In this full-time role, you will be a key part of our Accounting division, providing high-quality tax and advisory services to our valued clients. Having only established the Accounting & Advisory arm in early 2024, the business has now...

  • Manager, Investment Risk Advisory

    1 week ago

    Melbourne, Australia AustralianSuper Full time

    At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow, and deliver better outcomes for members. **Your...

  • Assistant Manager

    2 days ago

    Melbourne, Australia Mazars Australia Full time

    Be part of a top 10 global network - Work on exciting M&A and mid-market deals - Clear path to Manager and beyond with strong mentoring **About Forvis Mazars**We’re a globally integrated audit, tax and advisory firm with offices in more than 100 countries - and we’re recruiting for two experienced and motivated Auditors at Senior to Manager level to...

  • Investment Strategy and Project Development

    3 days ago

    Melbourne, Victoria, Australia Scyne Advisory Full time $80,000 - $120,000 per year

    One purpose, one practiceScyne are public purpose specialists who support governments, agencies and other organisations to deliver services to Australians, helping to build more resilient, equitable, secure and prosperous communities. One purpose, one practice. We are guided by our values of Stronger Together, Amplify Impact, Build Trusted Relationships,...

  • Sustainable Investment Advisory Consultant

    5 days ago

    Melbourne, Australia Arup Full time

    Do you want to make a positive impact on the world? Sustainable development is at the heart of everything we do. Seventy-five years ago, we created a home for creative thinkers seeking to solve the world’s biggest challenges. Today, a collective of 16,000+ Arupians gather across the globe from 140 different countries to build a sustainable future. At...

  • Cyber Advisory

    1 week ago

    Melbourne, Victoria, Australia Scyne Advisory Full time

    One purpose, one practiceWe are public purpose sector specialists who support governments and their agencies, and not-for-profit organisations, to deliver services to Australians, helping to build more resilient, equitable, secure and prosperous communities. We are guided by our values of Stronger Together, Amplify Impact, Build Trusted Relationships, Value...

  • Senior Business Advisory Consultant

    1 day ago

    Melbourne, Victoria, Australia Hatcher Advisory Full time $80,000 - $120,000 per year

    We're looking for a Senior Business Consultant / Advisor who thrives on solving problems, building relationships, and creating financial clarity for clients. We're building a fast-growing business advisory practice — and this is your chance to join early, influence how we work, and grow as the firm scales. You won't be a small cog in a big machine....

  • Cyber Advisory

    2 weeks ago

    Melbourne, Victoria, Australia Scyne Advisory Full time $120,000 - $180,000 per year

    One purpose, one practiceWe are public purpose sector specialists who support governments and their agencies, and not-for-profit organisations, to deliver services to Australians, helping to build more resilient, equitable, secure and prosperous communities. We are guided by our values of Stronger Together, Amplify Impact, Build Trusted Relationships, Value...