Banyan Securities Pty Ltd

ABN 79 609 452 226

AFSL 484139

E-mail [email protected]

Address 4 Sycamore Street, Box Hill South, Vic 3128

W banyanadvisers.com.au

About Banyan

Banyan Advisers offers holistic licensing services to experienced advisers who share a common vision of excellence in advice, innovation in technology and collaboration for business success.

The Banyan Team is relentlessly focused on delivering exceptional results and experiences for member advice practices and advisers, with a commitment to open, honest and clear communication combined with excellence in compliance, practice efficiency and relationship management.

Our vision is to create a thriving community of like-minded individuals

Management Consultant Key Responsibilities:

Assess company operations, processes, and financial performance to identify inefficiencies.

Develop and implement business strategies to improve productivity, profitability, and market positioning.

Conduct market research and competitive analysis to support strategic decision-making.

Advise leadership on organizational restructuring, process optimization, and digital transformation.

Collaborate with different departments to streamline workflows and enhance collaboration.

Develop financial models and risk management strategies to improve cost efficiency.

Monitor key performance indicators (KPIs) and report progress to executives.

Provide guidance on change management and help implement best industry practices.

Required Skills:

Strong knowledge of investment strategies, financial markets, and wealth management.

Excellent analytical and problem-solving skills.

High-level communication and interpersonal skills for client relationship management.

Understanding of tax laws, estate planning, and retirement strategies.

Ability to assess risk and provide tailored financial solutions.

Qualifications:

Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.

Certification such as CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or equivalent preferred.

Proven experience in wealth management, financial advisory, or investment consulting.

Proficiency in financial planning tools and portfolio management software.