At a Glance
- Tasks: Guide advisers on portfolio construction and deliver training sessions.
- Company: Perpetual Wealth Management, a leading firm in Sydney.
- Benefits: Hybrid work model, competitive salary, and professional development opportunities.
- Other info: Join a dynamic team focused on client acquisition and retention.
- Why this job: Make a real impact by translating investment philosophy into practical solutions.
- Qualifications: Experience in investment solutions and strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
Perpetual Wealth Management in Sydney seeks an Investment Specialist to translate investment philosophy into practical solutions for advisers and clients.
This hybrid role supports priority client segments and contributes to client acquisition, retention and review activities.
Responsibilities include guiding advisers on portfolio construction, contributing to research and client materials, delivering training, and presenting recommendations to investment committees.
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Investment Solutions Lead for Advisers & Clients in Sydney employer: Perpetual
Perpetual Wealth Management is an exceptional employer, offering a dynamic and inclusive work environment in the heart of Sydney. With a strong commitment to employee growth, you will have access to tailored onboarding plans and continuous improvement initiatives that empower you to make a meaningful impact. Join a team that values collaboration and celebrates diversity, ensuring that every employee can thrive in their career journey.
