Portfolio Manager

6 days ago

Sydney, New South Wales, Australia Bebeeinvestment Full time

Investment Specialist Job Description
We are seeking an experienced Investment Specialist to join our team. This is a key role that will play a crucial part in our investment management strategy.
The successful candidate will lead service delivery for our value proposition, driving upsell advice practices and achieving retention goals.
You will recruit new advisers and practices to entrust their clients' assets to our managed portfolio solutions.
Removing barriers preventing advisers from using our managed portfolio solutions will be a key focus area.
You will onboard and serve advisers to write new business by solving investment challenges.
Building understanding of adviser investment needs through discovery data is essential.
You will present compelling investment solution proposals to gain adviser commitment.
Influencing and educating advisers on incorporating our managed portfolio solutions is critical.
You will represent the investment management team in external client speaking engagements.
Your input on product development and go-to-market launches will be invaluable.
Key Skills and Qualifications:
Strong investment management skills and knowledge.
Excellent communication and interpersonal skills.
Able to work collaboratively as part of a team.
Proven track record of delivering results-driven solutions.
Familiarity with investment management principles and best practices.
Benefits:
Competitive salary and benefits package.

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