Financial Portfolio Manager

7 days ago

Sydney, New South Wales, Australia Bebeeinvestment Full time

Empowering investor success is at the heart of our mission. Our entrepreneurial spirit and uncompromising ethics guide everything we do, driving us to deliver exceptional investment management services.
The Investment Group
We are a global team dedicated to managing portfolios that help investors achieve their financial goals. Our team operates under a set of core principles that ensure transparency, integrity, and a commitment to excellence in every aspect of our work.
Key Responsibilities:
We lead the delivery of high-quality investment services to clients in New South Wales, working closely with advisers to upsell advice practices and drive retention and share of wallet AUM goals.
We identify and recruit new advisers and practices in New South Wales, entrusting their clients' assets to our managed portfolio solutions and achieving netflow goals.
We remove barriers preventing advisers from utilizing our managed portfolio solutions, ensuring they achieve philosophical alignment with our global best practice investment approach.
We onboard and serve advisers, helping them write new netflows by solving investment and behavioural challenges when entrusting their clients' wealth to our managed portfolio solutions.
We build an understanding of the adviser's investment needs across all client segments, collecting pertinent discovery data to identify and close solution structuring opportunities.
We prepare and present compelling investment solution proposals to gain adviser commitment to recommend our managed portfolios to their end clients.
We influence, persuade, and educate advisers on how to incorporate our managed portfolio solutions across client segments, helping their clients achieve their financial goals.
Representing the investment management team, we participate in external client speaking engagements, marketing, and educational sessions, including investment and behavioural coaching videos, webinars, forums, and licensee conferences.

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