Investment Specialist

3 days ago

Sydney, New South Wales, Australia Robert Walters Full time $120,000 - $180,000 per year

Working closely with the Head of Distribution and an external distribution partner, you will represent the firm's investment philosophy, portfolio positioning, and market views with credibility and confidence.

This opportunity would suit someone who is commercially driven, intellectually curious, and passionate about engaging with sophisticated investors.

Key Responsibilities

  • Develop and execute growth strategies across HNW, wholesale and adviser channels.
  • Strengthen existing client relationships and identify new opportunities within the sophisticated investor market.
  • Represent the firm at meetings, briefings, roadshows and industry events to communicate strategy, performance and market outlook.
  • Work in partnership with an external distribution partner to expand wholesale reach.
  • Maintain a strong understanding of the underlying investment portfolio and market landscape through close engagement with the Investment Team.
  • Contribute to high-quality investment content, including presentations, client updates, and thought leadership.
  • Provide sales pipeline insights, relationship updates, and market feedback to the Head of Distribution.
  • Collaborate with Operations and Compliance to ensure high-quality client engagement and process alignment.

About You

  • 5+ years' experience in investment distribution, investment specialist, or wealth advisory roles.
  • Experience engaging with HNW investors and wholesale advisers.
  • Proven ability to raise capital and cultivate long-term client relationships..
  • Strong networking capability and commercial judgment.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or contact Bianca Loughran on or for a confidential discussion.

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