At a Glance
- Tasks: Provide strategic investment advice and insights to advisers and clients.
- Company: Join Perpetual Wealth Management, a leader in client-focused investment solutions.
- Benefits: Enjoy competitive pay, professional development, and a supportive team environment.
- Other info: Opportunity for growth within a dynamic investment team.
- Why this job: Make a real difference in clients' financial journeys with your expertise.
- Qualifications: Strong understanding of investment strategies and excellent communication skills.
The predicted salary is between 87750 - 107250 $ per year.
Perpetual Wealth Management is seeking a strategic Investment Advisor to translate investment philosophy, processes and insights into clear advice for advisers and clients.
You will work with advisers, investment teams and stakeholders to support priority client segments and contribute investment expertise to client acquisition, retention and review activities.
This role is available due to internal movement within the Investment team.
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Investment Specialist: Client Advisory & Portfolio Insights in Sydney employer: Perpetual Limited
Perpetual Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney, where you can develop your technical accounting expertise while contributing to meaningful financial governance. With a strong commitment to employee wellbeing, professional development, and a culture that celebrates diversity, you'll find ample opportunities for growth and collaboration within our high-performing Group Financial Control team. Join us to make a significant impact in a complex ASX-listed financial services organisation, where your contributions are valued and recognised.