**Job Summary:**
We are seeking a highly skilled Investment Counsellor to join our team. This is a key role in which you will partner with internal portfolio decision-makers, auxiliary research teams, and client service associates to provide exceptional client service.
In this role, you will be the voice of our organization, educating clients on our top-down portfolio strategy, their investments, and important market events. You will also proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals.
You will have the opportunity to build trusting relationships with high-net-worth clients and rely on our sales team to gradually build your roster of clients.
We are looking for someone with 5+ years of experience creating and building new client relationships and instilling trust within the investment industry. Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures is essential.