Investment Strategist-Global Wealth Management Firm-$120-150k recruitment
- Excellent Cross Functional Role Scope for Development
- Resident Expert on Core Tactical Investment Strategies
- Sydney - CBD
Situated in the Wealth Management Division of this leading Global Financial Services Firm this is a rare opportunity to have an input into the business structure in a newly created role.
The position requires a highly skilled individual with extensive financial services industry experience with good working knowledge of investment markets and multiple financial instruments including, Managed Funds/Superannuation, Bonds, Structured Products, FX and insurance.
The key responsibilities include but are not limited to:
- Analysing available in-house and external research reports to formulate investment themes.
- Liaising directly with Product Managers, Wealth Specialists and Relationship Managers to convert identified investment themes into compelling client offers.
- Designing implementing marketing communication materials in a user friendly way to articulate to clients.
- Presenting at large small scale seminars to clients internal advisers on investment related updates.
- Conducting regular competitor analysis in-order to assist with the identification of market opportunities or product offering gaps.
To be successful in this role you will be experienced in the provision of investment research strategy advice to clients / advisers and well as a solid knowledge of the retail investment and financial planning industries. A genuine passion interest in financial markets is crucial to this role and requires someone that is open minded and has cross market knowledge.
A minimum of 5 years experience in a similar capacity is essential, Finance related degree qualifications RG146 is desirable.
The ability to communicate complex strategies and recommendations to a varied audience is vital to this role. You need to be able to tailor your approach to your audience and be able to articulate to them in a user friendly way so they are motivated and encouraged to take your strategic advice and pitch it to their clients.
With long term career development opportunities this is a great opportunity to take the next step in this new, diverse and challenging role with a world renowned brand.
To apply, please send your CV quoting reference 14517 by clicking on the appropriate link, or for more information or a confidential discussion, please call Charlene at Marks Sattin on +61 02 8088 3624