Associate Adviser

Summary about this job

Detail information about job Associate Adviser. Terms and conditions vacancy

Our client is a highly regarded investment group seeking a bright and enthusiastic individual to join them as an Associate Investment Adviser.  
 
It would suit an individual with 2/3 years’ financial markets experience who is looking to broaden their experience and knowledge base, and ultimately to transition into a adviser role. 

This is a genuine but unique opportunity to progress your career.  You would ideally have a good understanding of the markets and have some tertiary qualifications that support you career aspirations. 

Duties and Responsibilities; 

• Assist Investment Advisers in the development, preparation and implementation of financial advice and investment proposals in an efficient and accurate manner.
• Assist Investment Advisers with servicing and maintenance of existing client relationships.
• Attend client meetings where applicable.
• Develop strong technical ability and drive strategy & advice innovation.
• Be mentored by senior members of the Investment Advisory Team, and develop the knowledge and skills required to transition into a role as a developing Investment Adviser
• Provide superior client service that builds strong client relationships by responding quickly and appropriately to client requests.
• Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service.

To be successful in this role you must have:

• 1-3 years professional experience in a relatable role 
• Related tertiary qualification
• Strong excel, word, powerpoint and outlook 
• A keen interest in the financial markets
• Excellent presentation and communication

If interested in this opportunity don't delay in hitting the "APPLY" button and submitting your resume.  Alternatively feel free to call Rosie Keegan on 02 9216 6728.