Wealth Management - Sydney, Australia - Superior People Recruitment

Superior People Recruitment
Superior People Recruitment
Verified Company
Sydney, Australia

5 days ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description

We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses.


  • The roles will include the following responsibilities:
  • Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
  • Work with the Advisor to maintain client portfolios on a regular basis. This includes Providing timely advice to clients, Reassessing clients financial objectives, Revising clients investment strategies inline with their financial objectives.
  • Market related tasks; providing accurate market information and stock research to clients, share trading and keeping up with market sensitive news
  • Proactively executing administrative tasks for clients and the Advisers
  • Assisting with clients annual and quarterly reviews and new client pitch presentations
  • Liaise with the Operations team to coordinate cash and stock transfers, settlements, corporate actions, and international trading execution.

To be considered for this role you will:

  • RG146 compliant is desirable
  • Have a University Degree in Business / Commerce / other finance related
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Highly motivated and self-directed:


  • Strong relationship management skills and ability to build internal and external stakeholder networks
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