Engagement Consultant - Wealth
All vacancies of Australia • Banking & Financial Services • Engagement Consultant - Wealth
Seeking highly motivated graduates who are looking to begin their careers within Wealth Management.
Summary about this job
Financial Planning
Company: Rubicor Professional Pty Limited
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-3-6144-6954
Fax: +61-2-1965-4685
E-mail: n\a
Site: n\a
Detail information about job Engagement Consultant - Wealth. Terms and conditions vacancy
Rubicor Professional are looking for recent graduates with a strong academic background and a keen interest in the Financial Markets to join one of Sydney's major Investment Advisers. You will be supporting Investment Advisers in the areas of Portfolio Management and Stockbroking, with the view to becoming an Investment Advisor and managing your own portfolio of clients.You responsibilities will include:
- Providing general financial advice to clients in regards to the various wealth products
- Liaising with client and dealing with requests
- Providing information and support to Advisors
- Monitoring and analysing of stock on the markets
- Maintenance of financial models
- Preparing presentations and producing research notes, spreadsheets and reports
- General administration and client database maintenance.
- Exceptional verbal and written communication skills
- Strong academic results in Finance/Commerce/Economics degree
- Strong numerical and analytical skills
- Keen interest in the Economy and the Financial Markets
- Ability to influence clients investment choice based on your knowledge.
- RG146 qualification (or a willingness to undertake)
- Sales and/or retention experience
- Experience or understanding of superannuation / wealth
Responds for Engagement Consultant - Wealth on FaceBook
Read all comments for Engagement Consultant - Wealth. Leave a respond Engagement Consultant - Wealth in social networks. Engagement Consultant - Wealth on Facebook, LinkedIn and Google+
Related jobs in Australia: FX/MM Settlements/Operations - Australian Bank - Night shift | Operations Manager | Senior Analyst - Banking | Expense Analyst | Paraplanner