Investment Communication Specialist

Summary about this job

Detail information about job Investment Communication Specialist. Terms and conditions vacancy

Perpetual are recruiting a high calibre Investment Communications Specialist for Perpetual Private's Investment Research Team and Direct Equities Team. Perpetual private is the Financial Advisory division of Perpetual and has a rich history of providing tailored and holistic advice to HNW's, families and community organisations.

Our advisers provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.

The successful applicant will be a confident, creative self-starter who will look forward to working in a high performing, collaborative environment, providing our clients with quality communications materials


Your Duties

• Overall the successful applicant will be responsible for developing and manage the entire communications strategy across digital, social and traditional channels and enhancing our reputation through proactive communications.
• Generate high quality monthly, quarterly and annual communication updates for our client base
• Produce materials to implement investment and corporate actions, placements and advice actions arising from investment decisions made by the team
• Develop digital marketing content
• Investment content for tender documents, sales pitches and RFPs

Your Background

• Solid experience of the Wealth Management industry: an understanding of portfolio theory, the range of investment markets and financial instruments and understanding of the advice process and client focus
• Experience in producing wealth management related content across a range of channels
• Ability to work in a high performing team, working collaboratively and be willing to take the lead in developing and managing a new communications strategy