Graduate Wealth Analyst | Investments & Stockbroking

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Graduate employer of choice seek professional Wealth Analyst to manage client portfolio requests. Development opportunity to become a Wealth Advisor.

Summary about this job

Corporate Finance & Investment Banking

Company: SB Recruitment Pty Ltd

Location: ACT

Work type: Full Time

Salary: Attractive salary with 6 month bonus structure

Phone: +61-8-2526-2426

Fax: +61-2-4029-5260

E-mail: n\a

Site:

Detail information about job Graduate Wealth Analyst | Investments & Stockbroking. Terms and conditions vacancy

The Company…..

This is a rare opportunity to join a leading wealth management firm with in excess of 600 staff globally. Due to continued growth in their Canberra office they are searching for a hardworking and professional Graduate to join their team.  

The key to this role is to assist and support experienced Wealth Advisors to help build, manage and protect client wealth through the provision of holistic wealth management services. Joining the team as a Graduate means you can expect ongoing training and development, a dynamic work environment, approachable management and plenty of support and guidance.  

 

The Job…..

Reporting through to the Director, you will be responsible for the following duties:

  • Handle client portfolio enquiries and requests in an efficient and timely manner
  • Buy and sell stock on the ASX as per client requests and ensuring the transactions are accurate, timely and recorded efficiently
  • Advising clients of upcoming investment opportunities via phone and email
  • Supporting Wealth Advisors in client meetings including the preparation of any relevant documentation e.g. Statements of Advice and portfolio changes
  • Have a genuine desire to keep updated on trends or changes to the stock market, research potential investments and assess how this would relate to your clients’ investment portfolio  
  • Administrative duties including ensuring the client database is continually updated and a note taken of all client actions taken and advice provided

 

The Benefits…

  • Work for a company who takes pride in training, developing and supporting every staff member
  • Career path to becoming a Wealth Advisor managing your own portfolio of accounts
  • Professional and engaging working environment where employee engagement is always high
  • Fitness rebate which can be used for your sport of choice
  • Free healthy breakfast provided daily
  • Professional financial advice at discounted rates for family members

 

You….

To be successful in this role, you must have experience in the following areas:

  • As this role is specifically created for a recent Finance / Economics / Business University graduate, it is anticipated that you will have graduated in the last three with minimal experience in a corporate environment, your attitude, drive and determination is more important
  • Strong academic results
  • First-rate verbal and written skills a must along with a passion for a client facing role
  • Exceptional work ethic with a proven track record working in retail, hospitality or similar
  • A genuine interest in the Australian economy and a desire to learn every aspect about fund management, wealth investment and financial growth opportunities

 

How to apply…..

If you are looking for an entry level role that will provide you with a direct career path to becoming a Wealth Advisor with the opportunity take on your own portfolio of client accounts then look no further! To apply, please send your CV and University transcripts through to [email protected] or call the team 02 9002 5000 for a confidential chat about the role.

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