Investment Specialist

2 weeks ago

Sydney, New South Wales, Australia Profusion Full time

Working in a team of Investment Specialists you will be working alongside the aligned channels of this financial institution to pitch a broad range of investment opportunities directly to a wholesale client base.

With a multi-asset offering, you will be working with a broad range of investment opportunities include alternative assets, covering off Property, Real Estate, Alternative Credit, AppTech, Private Equity, Venture Capital, Structured Products and more.

Responsibilities

  • Building relationships with the aligned channels to build out a business development strategy.
  • Pitch new investment opportunities direct to client alongside the aligned channels.
  • Work with Existing Investors to present new opportunities directly to them.
  • Provide Investment education the aligned divisions to uplift their capabilities, to help generate referrals.

Qualifications

  • Prior experience as an Investment professional as an Investment Specialist, Portfolio Manager, Business Development or asset management sales.
  • RG146 qualified
  • Strong communication and presentation skills
  • A passion to talk about investment solutions and tailor your approach to match your audience.
  • Previous experience in direct to client or insto.

I will be assessing applications as they come through but please feel free to reach out to me directly for a confidential conversation on

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