Client Services Officer (Managed Funds/Investments)
**EMPOWERING CAREER** Full-spectrum role. 1st -Class Investments/managed funds Co. Top Mentors. Bright future.
Summary about this job
Client Services
Company: AFL Recruitment Pty Ltd
Location: Melbourne
Work type: Full Time
Salary: $60,000 - $80,000+Bonus
Phone: +61-7-4403-6268
Fax: +61-8-3810-7867
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer (Managed Funds/Investments). Terms and conditions vacancy
THE COMPANY
- Impressive+ Prominent Australian financial services company with 80+ years success record providing finance and investment products/services.
- Fast-evolving+ innovative+ progressive. Close-knit team. Great people.
YOUR ROLE
As part of the winning Investments team, being mentored by the senior investment manager, you will love INTERACTING+HELPING high net worth investors maximize returns on their income and property investments.
You will enjoy the VARIETY of communicating with new/existing investor clients+ advising on suitable investment products, sourcing new investors, up-selling/cross-selling related financial products, preparing investment proposals for investors, sending investor statements, maintaining investor records+ other administrative/adhoc tasks.
WHAT’S IN IT FOR YOU?
- Be part of a high profile A+ fin services company ON THE MOVE with an exciting future;
- Top Mentorship/Training (from some the industry’s top professionals)+ Cutting Edge Technology;
- Lots of room to GROW and LEARN;
- Extra $$-GENEROUS BONUSES ON TOP of salary;
- Refreshing down-to-earth+ open+ non-hierarchical+ vibrant culture.
WHO YOU ARE
We are interested in hearing from you if you:
- Are degree qualified in finance/accounting/commerce or similar (or finishing) + RG146 accredited (or willing to study);
- have 6 months-5 years’ experience in the financial services industry including specific exposure to managed investment funds (essential);
- have experience dealing with investors;
- are a PEOPLE PERSON+ emotionally intelligent+ highly professional;
- have 1st CLASS communication+ relationship building+ customer-service skills;
- are passionate about investments/wealth, want to specialize in this area + able/willing to commit long-term to your next role;
- are professionally polished in your presentation.