Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Investment portfolio manager

Perth
beBee Careers
Posted: 15 June
Offer description

About Us

At Balfour Capital Group, we specialize in commodities, currencies, ETFs, bonds, precious metals, and more. We tap into major markets from the US to Australia, Germany, the UK, Hong Kong, and France.

We have a team of over 250 advisors committed to delivering exceptional financial solutions to our clients.

Key Responsibilities:

* Client Acquisition: Prospect and acquire high-net-worth (HNW) clients across multiple regions.
* Collaborative Engagement: Work closely with veteran hedge fund managers to refine strategies and proposals for prospective clients.
* Relationship Building: Partner with regional managers to expand our international footprint.
* Client Management: Maintain and update Know Your Customer (KYC) documentation for each account originated.
* Market Awareness: Stay informed about global economic trends, market shifts, and compliance standards.

Why Choose Us?

* Market Presence: Licensed in multiple jurisdictions with recognized membership in the Hedge Fund Association.
* Infrastructure: Prime brokerage agreements with top-tier institutions, providing best-in-class front-end and back-end solutions.
* Proven Legacy: Established track record demonstrating our market presence and performance.

We maintain impeccable credibility as we expand our global footprint with advisors worldwide. Our Chief Investment Officer has been consistently interviewed on CNBC and quoted in reputable publications such as Reuters and Bloomberg.

Ideal Candidate Profile:

* Experience: Minimum of 5 years in sales, preferably within financial services.
* Network: Established connections with high-net-worth clientele.
* Education: Bachelor's or Master's degree in finance, business, or a related field; advanced degrees or certifications are a plus.
* Skills: Strong relationship development, risk awareness, and a consultative selling approach.
* Mindset: Proactive, adaptable, and ready to manage evolving client needs in a dynamic global market.

We Offer:

* Flexible, Collaborative Environment: A diverse and inclusive work culture that values innovative thinking.
* Ongoing Learning Opportunities: Daily market briefs and advanced training sessions provided by experienced fund managers.
* Potential Stock Options: For top producers upon our anticipated public offering.

Send an application
Create a job alert
Alert activated
Saved
Save
Similar jobs
jobs Perth
jobs Western Australia
Home > Jobs > Investment Portfolio Manager

About Jobstralia

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by job title
  • Jobs by sector
  • Jobs by company
  • Jobs by location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobstralia - All Rights Reserved

Send an application
Create a job alert
Alert activated
Saved
Save