Full Time Financial Investment Adviser - Melbourne, Australia - SEMPRE INVESTMENT MANAGERS PTY. LTD.

SEMPRE INVESTMENT MANAGERS PTY. LTD.
SEMPRE INVESTMENT MANAGERS PTY. LTD.
Verified Company
Melbourne, Australia

1 month ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter


Full time
Description

SEMPRE INVESTMENT MANAGERS PTY. LTD.
trading as SEMPRE INVESTMENT MANAGERS

Level 5, 447 Collins Street, Melbourne Victoria 3000


Full Time Financial Investment Adviser
SALARY $ SUPERANNUATION


DUTIES

  • Developing financial plans and investment strategies based on prospective clients' financial objectives and risk tolerance.
  • Managing multiasset investment portfolios on behalf of clients, including stocks, bonds, funds etc.
  • Monitoring portfolio performance and reviewing and revising investment plans based on modified needs and changes in markets.
  • Providing regular updates and valuable insights on portfolio performance, maintaining good client relationships.
  • Developing new business opportunities, in particular from Chinese investors in Australia and abroad.

REQUIRED SKILLS

  • Need to have portfolio management experience with good past performance.
  • Have experience and clients in overseas markets, especially the Chinese market.
  • At least three years working experience as a Financial Investment Adviser.
  • Previous investment experience and existing relationships with Chinese investors will be highly regarded.

Languages:
Mandarin and English speech and written skills essential


Job Types:
Full-time, Permanent


Salary:
$85,000.00 per year


Schedule:

  • 8 hour shift
  • Afternoon shift
  • Day shift
  • Monday to Friday
  • Morning shift

Education:


  • Bachelor Degree (preferred)

Experience:

Financial Investment Adviser: 3 years (preferred)


Work Authorisation:

  • Australia (preferred)

Work Location:
In person

Application Deadline: 21/04/2024

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