Investment Solutions Lead For Advisers & Clients (New South Wales)

Investment Solutions Lead For Advisers & Clients (New South Wales)

24 Sep
|
Perpetual
|
New South Wales

24 Sep

Perpetual

New South Wales

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.

📌 Investment Solutions Lead For Advisers & Clients (New South Wales)
🏢 Perpetual
📍 New South Wales

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