Financial Investment Advisory Manager

3 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

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