Investment Solutions Lead for Advisers & Clients

Perpetual; Sydney; Hybrid; AUD 140,000 - 210,000; Full time

Benefits offered by this job

Up to 6 weeks leave

Hybrid work model

Job summary

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.

Qualifications

• Undergraduate degree in commerce, economics, business or finance.
• RG146 accreditation is required.
• 7+ years' experience in investment-related roles.
• Sales or client experience within an advisory context.
• Strong understanding of portfolio theory, investment markets and financial instruments.
• Excellent written and verbal communication with presentation skills.

Responsibilities

• Provide guidance to advisers on portfolio construction and manager selections.
• Lead or contribute to investment-related client work and materials.
• Deliver training and coaching on investment philosophy and market views.
• Develop investment research, client communications and sales collateral.
• Present investment recommendations and portfolio outlooks to committees.

Skills

Portfolio theory

Client sales

Communication skills

Numerical modelling

Education

Undergrad degree in commerce/economics/business/finance

Tools

CFA/MBA in progress

Job description

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.