Investment Consultant

Overview

Client-facing role shaping portfolio strategies and client outcomes.

Ideal candidate has 5+ years in investment research with strong relationship management skills.

Locations

• Australia, Victoria, Melbourne

Requirements

• At least 5 years of experience in investment research or related field
• Strong relationship management skills
• Proficient in Microsoft Office, especially Excel and PowerPoint

Responsibilities

• Prepare for and participate in client meetings
• Manage client relationships
• Lead sector-specific research
• Support sales team
• Produce client materials
• Collaborate with internal teams

Benefits

• Flexible work options
• Study allowance
• 4 days study leave
• Discretionary bonus
• Wellbeing offerings