Senior Portfolio Strategist

2 weeks ago

Sydney, New South Wales, Australia beBee Careers Full time $120,000 - $180,000 per year

As an Investment Counsellor, you will be responsible for building trusting relationships with high-net-worth clients. Your role will involve educating clients on our top-down portfolio strategy and ensuring their investments are aligned with their long-term financial goals.

The ideal candidate will have a minimum of 5 years' experience in the investment industry, with a strong understanding of Australian and/or New Zealand asset management regulations and procedures. A university degree or equivalent combination of experience is also required.

This role offers a unique opportunity to join a globally diverse privately held investment firm that prioritizes putting clients' interests first. You will be part of a collaborative working environment that practices ongoing training and employee appreciation events.

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