Financial Investment Advisory Manager

6 days ago

Melbourne, Victoria, Australia Boman Corporate Pty Ltd Full time $75,000 - $80,000 per year

[Financial Investment Advisory Manager]

Location: Melbourne, VIC

Job Type: Full-time

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]

Please submit your CV and a brief cover letter to ******* with the subject:

"Application – Financial Investment Advisory Manager"

  • Financial Investment Advisory Manager

    5 days ago

    Melbourne, Victoria, Australia Boman Corporate Pty Ltd Full time $75,000 - $80,000 per year

    [Financial Investment Advisory Manager] Location: Melbourne, VIC Job Type: Full-time 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...

  • Financial Investment Adviser

    2 weeks ago

    Melbourne, Victoria, Australia Hs Consortium Capital Advisory PL Full time

    HS CONSORTIUM CAPITAL ADVISORY P/L is seeking a highly skilled and experienced Financial Investment Adviser to join our dynamic team in Melbourne.As a Financial Investment Adviser, you will play a crucial role in providing expert financial guidance to our clients, helping them achieve their financial goals through tailored investment strategies and...

  • Financial Investment Advisor

    5 days ago

    Melbourne, Victoria, Australia BMYG Corporate Pty Ltd Full time $75,000 - $80,000 per year

    Boman Corporate Pty LtdMelbourne VICFinancial Planning (Banking & Financial Services)Full timeLocation: Melbourne, VICJob Type: Full-timeSalary: $75,000 - $80,000 per year38 Hours Per WeekMonday to Friday[Company Overview]Boman Corporate Pty Ltd is a licensed financial services firm, with a strategic presencein Melbourne, Sydney, Tianjin and Hong Kong. Since...

  • Manager - Financial Advisory

    4 weeks ago

    Melbourne, Victoria, 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 people...

  • Manager - Financial Advisory

    3 days ago

    Melbourne, Victoria, Australia Forvis Mazars In Australia Full time

    OverviewForvis Mazarsin Australia is 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 the right opportunity for you if you....Like to work collaboratively with clients and colleagues and find communication and people...

  • Manager - Financial Advisory

    1 week ago

    Melbourne, Victoria, Australia Forvis Mazars in Australia Full time

    OverviewForvis Mazars in Australia is 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 the right opportunity for you if you….Like to work collaboratively with clients and colleagues and find communication and people...

  • Manager - Financial Advisory

    1 week ago

    Melbourne, Victoria, Australia Forvis Mazars in Australia Full time

    OverviewForvis Mazars in Australia is 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 the right opportunity for you if you….Like to work collaboratively with clients and colleagues and find communication and people...

  • Manager - Financial Advisory

    6 days ago

    Melbourne, Victoria, Australia FORVIS MAZARS (VIC) PTY LIMITED Full time $150,000 - $200,000 per year

    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 people...

  • Manager - Financial Advisory

    6 days ago

    Melbourne, Victoria, Australia Forvis Mazars in Australia Full time $150,000 - $200,000 per year

    About Forvis MazarsWe'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 people...

  • Financial Investment Expert

    13 hours ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $120,000

    Job OpportunityInvestment Accounting SpecialistGain exposure to a broad portfolio of investments, encompassing funds and property. Collaborate with industry experts who will mentor and guide your professional development.Broaden your financial expertise, contribute to meaningful investment operations, and thrive in a modern, high-performing work...