Australian/New Zealand Investment Counsellor
Core
Provide investment advice and portfolio management to a roster of high-net-worth clients, acting as the voice of the firm and partnering with internal research and sales teams.
Role type
Senior Investment Counsellor (Client Service)
Builds
Personalized investment portfolios and long-term financial strategies for high-net-worth individuals
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Client relationship building, top-down portfolio strategy, asset allocation review, regulatory compliance (RG 146), consultative approach
Preferred skills
RG 146 certification, knowledge of Australian/New Zealand asset management regulations
Technologies
N/A
Responsibilities
Build trusting relationships with clients, educate clients on portfolio strategy and market events, proactively review asset allocation quarterly, partner with sales and research teams
Seniority
Senior, hands-on IC