Investment Specialist - Private Wealth

Melbourne
Wealth Management
Permanent

This is a fantastic opportunity to join a leading financial services provider in a permanent position in their Melbourne office. The role is ideal for an experienced investment professional with a passion for working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, delivering tailored wealth management strategies and exclusive investment opportunities.

As a Private Wealth Investment Specialist, you will use your expertise across multiple asset classes, including equities, fixed income, property, structured solutions, and alternatives, to provide clients with unique investment insights. You will work closely with internal stakeholders to deliver exceptional outcomes and drive business growth.

Key Responsibilities:

• Deliver personalised investment opportunities and market insights to HNW and UHNW clients.
• Present market thematics and strategies while building trusted relationships with clients and stakeholders.
• Develop new business leads and foster strong engagement within the private wealth segment.
• Support and coach team members on investment strategies and market opportunities.
• Maintain a collaborative and client-focused approach to achieve outstanding results.

About You:
To excel in this role, you will have:

• A Bachelor’s degree in Commerce, Economics, Finance, or a related field.
• 10+ years’ experience in financial markets, investment management, or investment sales.
• Expertise across multiple asset classes, including equities, fixed income, real estate, and alternatives (e.g., private equity, hedge funds, credit).
• Exceptional presentation and business development skills.
• A proven ability to work with HNW and UHNW clients.