Full job description

Boman Corporate Pty Ltd
Melbourne VIC
Financial Planning (Banking & Financial Services)
Full time

Location: Melbourne, VIC
Job Type: Full-time
Salary: $75,000 - $80,000 per year

38 Hours Per Week
Monday to Friday

[Company Overview]
Boman Corporate Pty Ltd is a licensed financial services firm, with a strategic presence
in Melbourne, Sydney, Tianjin and Hong Kong. Since 2011, we have delivered
integrated wealth and investment solutions to high-net-worth individuals, family offices,
and institutional clients.

Our service offering spans wealth management, securities, funds management,
derivatives, and trustee services. We are also licensed in Hong Kong to provide wealth
and fund-related advisory services across Asia-Pacific. Our focus industries include
healthcare, ESG, Al & technology, consumer sectors, and real estate-areas we believe
will shape the future economy.

About the Role
We are seeking a capable and analytical Financial Investment Advisor to join
our investment and advisory division. This role provides exposure to investment strategy development, cross-border market analysis, and institutional advisory processes within a multi-disciplinary environment.

Working closely with internal teams and external partners, you will contribute to
projects involving fund structuring, sector research, investment communications, and
strategic planning. The role also includes supporting clients in navigating investment
opportunities and product offerings across jurisdictions.

[Key Responsibilities]

Conduct research on industry trends, capital markets, and investment themes aligned

with the firm's strategic focus;

Support the preparation of investment reports, fund-related materials, and investor

communications;

Engage with legal, accounting, and compliance teams to ensure transactions align

with regulatory requirements;

Monitor financial regulations and industry updates relevant to our advisory and fund

activities;

Assist in evaluating business sectors and potential opportunities for inbound

investment into Australia;

Provide support to international clients in understanding financial structures and

comparing investment products;

Facilitate connections with licensed institutions and help clients assess appropriate

financial solutions.

[Qualifications]

Bachelor's degree (or higher) in Finance, Economics, Accounting, or related

discipline;

1-3 years of experience in financial services, advisory, or investment-related roles;

RG146 certification preferred;

Proficient in Microsoft Office, financial modelling tools, and CRM systems.

[Skills and Attributes]

Strong analytical and critical thinking abilities;

Excellent written and verbal communication skills;

Ability to build and maintain strong client relationships;

Solid understanding of capital markets and global economic trends;

High level of professionalism, reliability, and discretion;

Ability to work collaboratively across multi-functional teams and client groups.

What We Offer]

Competitive base salary with performance-based incentives;

Exposure to cross-border investment opportunities and capital markets projects;

Career development within a forward-looking financial services firm;

Access to diversified investment platforms, research resources, and advisory

infrastructure;

A values-driven, inclusive and collaborative team environment.

[How to Apply]
Please submit your CV and a brief cover letter to [email protected] with the subject:" Application - Financial Investment Advisor

Job Type: Full-time

Pay: $75,000.00 – $80,000.00 per year

Work Location: In person