Job Description
- Boutique Wealth Management firm. HNW client focus
- Total Portfolio Approach. Exposure to all asset classes
- Melbourne CBD
Our client is a growing wealth management firm with a well-established presence, specialising in providing tailored investment solutions and comprehensive wealth management services for HNW individuals and Family Offices.
About the role
As a CFA-qualified Investment Analyst, you will play a critical role in shaping the firm’s overall investment strategy through comprehensive research, portfolio management, and client engagement. Their strategy is multi-asset, with a strong focus on equities, incorporating both direct investments and fund-of-fund solutions.
While the primary focus of this role is investment research and portfolio management, it also encompasses broader responsibilities, such as collaborating with wholesale and sophisticated clients and contributing to the firm's business de...
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