Investment Specialist – Macquarie Private Bank

 

Macquarie Private Bank specialises in the wealth management and investment advice needs of wealthy private individuals and families. By operating within an effective professional services partnership structure, the business offers clients a high level of problem solving skills and service. The business has strong capabilities in wealth analysis, planning and structuring, including generational wealth transfer and philanthropy.

As diversified investors, we advise as well as conduct due diligence on all asset classes, including cash, bonds, equities, property, hedge funds and private equity. Our core competence is in investment advice, with a focus on protecting and growing client wealth.

Based in Sydney and reporting to a Senior Advisor, you will play a vital role in the success of our business. We have an Investment Advisory role available where your primary responsibility will be to provide specialised investment analysis and advice to clients and team members.  Our clients all have varying needs and goals, and you will be consistently challenged to be able to provide, well thought out and full proof solutions. You will be responsible for ongoing analysis of client portfolio’s and be involved in stock/company analysis which will be key in terms of forming investment recommendations to the investment committee.

Ideally, you will have:

• A very strong technical/investment knowledge base (significant financial markets experience) and have provided complex advice to HNW clients
• A Bachelors Degree, PS146 compliance (mandatory), with preferably post degree qualifications  such as a CA or CFA
• A natural ability to develop and manage both new and existing client relationships
• Superior communication skills coupled with a high level of integrity and maturity

As investment professionals, we are looking to attract applicants with a passion for financial markets, strong analytical capabilities, problem solving and service skills, professional maturity, organisational ability and strong teamwork and interpersonal skills. Commerce, Law, Engineering ????? ????? tertiary qualifications as well as strong investment experience is a mandatory requirement. You will be well remunerated, with a base salary and strong performance incentive through profit share.