Wealth Analyst

Summary about this job

Detail information about job Wealth Analyst. Terms and conditions vacancy

• $60K to $65K package
• Wonderful training and mentoring provided
• Permanent residency essential

The following responsibilities are included within your role as Wealth Advisor:

• Liaising with and responding to client enquiries regarding their portfolio and market conditions
• Placing buy/sell orders on the ASX and monitoring and communicating with clients about these and new investment opportunities
• Prepare research advice for investments and assistance in maintenance of financial models
• Attend client meetings and assist with preparing appointment documentation
• General administration and ad-hoc tasks as required

SKILLS & EXPERIENCE:

• We are only able to consider candidates with minimum permanent residency status
• Completion of a relevant tertiary qualification with sound results
• Previous work experience – which may be in an unrelated field
• Strong desire to perform well technically as well as the desire to be front facing and providing services directly to clients
• Strong client relationship and time management skills as well as excellent communication skills

 
 
Virginia Field has significant experience in recruiting accounting and finance roles in the Canberra market.  If you have a finance background and would like to have a confidential chat with Virginia about your career, don’t hesitate to call (02) 6113 7528.