Investment Consult jobs

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INVESTMENT CONSULTING ANALYST

Support delivery of client project work through research, analysis, applying relevant methodologies, attending client meetings and drafting reports. Contribute to projects through effective management of tasks, and support the tea...

CompanyMarsh Mclennan
AddressSydney, NSW
CategoryAccounting & Finance
SalaryPermanent
Date Posted 12 hours ago See detail

Investment Consulting Analyst New

Marsh Mclennan

Sydney, NSW

Permanent

Support delivery of client project work through research, analysis, applying relevant methodologies, attending client meetings and drafting reports. Contribute to projects through effective management of tasks, and support the tea...

Investment Consulting Analyst

Mercer

Sydney, NSW

Support delivery of client project work through research, analysis, applying relevant methodologies, attending client meetings and drafting reports.. Contribute to projects through effective management of tasks, and support the...

Investment Consultant

Zenith Investment Partners

Melbourne, VIC

Permanent

Prepare for and participate in client meetings, including but not restricted to investment committee meetings. Account management / relationship management of investment committee responsibilities for nominated clients. Respond to...

Property Sales Consultant - Innovative Property Investment Advisory Firm

Mint Invest

Sydney, NSW

Respond to inbound leads, manage initial appointments, and maintain client communication to keep deals on track. Youre not afraid to make calls to clients as you wouldve done this extensively before - both inbound and cold leads...

Superannuation & Investments Customer Service Consultant

Amp

Sydney, NSW

Provide exceptional Customer Service to AMP customers and advisers, ensuring their needs are met. Work to a daily schedule to meet and exceed relevant KPIs and service standards. Analyse customer issues and determine the appropria...

Superannuation & Investments Customer Service Consultant

Amp

Melbourne, VIC

Provide exceptional Customer Service to AMP customers and advisers, ensuring their needs are met. Work to a daily schedule to meet and exceed relevant KPIs and service standards. Analyse customer issues and determine the appropria...

Superannuation & Investments Customer Service Consultant

Amp

Sydney, NSW

Provide exceptional Customer Service to AMP customers and advisers, ensuring their needs are met. Work to a daily schedule to meet and exceed relevant KPIs and service standards. Analyse customer issues and determine the appropria...

Senior Investment Consultant

Evergreen Consultants

Sydney, NSW

Build strong working relationships with clients, fund managers, platforms and other relevant parties. Facilitate and attend client and manager meetings. Conduct necessary research, including manager and portfolio research, to esta...

Investment Consultant

Profusion Group

Melbourne, VIC

Deliver advice and technical analysis to provide clarity and confidence in portfolio construction decisions to advisers. Understand and solve problems faced by adviser customers, offering solutions and paths forward in addressing...

Consultant, Trustee Investments

Equity Trustees

Sydney, NSW

Permanent

Operating In a fiduciary capacity, writing the initial Investment Plan for the trust based on the objectives of the beneficiary/s. Undertaking the annual Prudent Person Review of the investment strategy set for the trust. Performi...

Investment Research Consultant

Keegan Adams Recruitment

Melbourne, VIC

Lead and progress merger project work, focusing on asset allocation, portfolio construction and asset migration. Utilise Front Office Super experience and multi-asset class expertise to contribute to decision-making processes. Con...

Investment Research Consultant

Keegan Adams Recruitment

Sydney, NSW

Lead and progress merger project work, focusing on asset allocation, portfolio construction and asset migration. Utilise Front Office Super experience and multi-asset class expertise to contribute to decision-making processes. Con...

Client Services Consultant - Superannuation and Investments

Praemium Limited

Melbourne, VIC

Support our advisers with navigating and transacting on our platform. Ensure all client calls and requests are answered and case managed with care and in a timely manner. Monitor a shared support mailbox. Build relationships and...