Financial Investment Adviser

Candour Capital Pty; Willoughby; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Career development

Diverse investment exposure

Collaborative international team

Access to market insights

Job summary

Candour Capital is seeking a Financial Investment Adviser to join our investment solutions team. You will provide access to investment opportunities across fixed income, structured investments and managed funds for wholesale and professional investors, leveraging your financial knowledge and analytical skills.

You will conduct client consultations, research opportunities, propose tailored strategies, coordinate purchases, track performance and ensure regulatory compliance, while building lasting

Qualifications

• Bachelor's degree in finance, economics, accounting, or business.
• Knowledge of financial markets and investment products.
• Experience in financial services or investment advisory.
• Strong analytical, research and problem-solving skills.
• Understanding of portfolio construction, risk and capital allocation.
• Excellent communication and client relationship management.
• Strong organisational skills and regulatory awareness.

Responsibilities

• Conduct client consultations to establish financial circumstances and investment objectives.
• Research and assess opportunities across fixed income, credit, real assets, equity, structured investments and managed funds.
• Provide guidance on investment strategies, capital allocation and income distribution.
• Prepare tailored investment proposals and portfolio solutions.
• Coordinate the purchase and sale of bonds, stocks and other investment products.
• Track investment performance and market developments to refine proposals.
• Analyze financial information and prepare investment reports and forecasts.
• Maintain relationships with wholesale and professional investors and external providers.

Skills

Analytical skills

Communication skills

Client relationship management

Regulatory compliance awareness

Portfolio construction

Financial markets knowledge

Problem-solving

Education

Bachelor’s degree in Finance/Economics/Accounting/Business

Job description

Candour Capital is an Australia-based, product-focused investment solutions business providing eligible wholesale and professional investors with access to selected opportunities across fixed income, credit, real assets, equity, structured investments and managed funds.

With offices in Sydney, Melbourne and Perth, the company leverages its investment product expertise and relationships with financial institutions, issuers and product providers to support investment distribution and deliver structured solutions tailored to investors’ objectives, risk profiles and broader portfolio strategies.

About the role

We are seeking a skilled and motivated Financial Investment Adviser to join our team. The successful candidate will be part of our investment solutions team, with a focus on providing access to investment opportunities across fixed income, structured investments and managed funds for wholesale and professional investors. This role is suited to someone with strong financial knowledge, analytical skills and an interest in investment products and financial markets.

Key Responsibilities

• 1. Conduct client consultations to establish clients’ financial circumstances, investment objectives, risk tolerance and preferences, forming the basis for tailored investment proposals and strategies.
• 2. Research and assess investment opportunities across fixed income, credit, real assets, equity, structured investments and managed funds, evaluating product features, potential returns and associated risks.
• 3. Provide guidance on investment strategies, capital allocation, funding options and income distribution approaches to support clients’ financial objectives and broader portfolio requirements.
• 4. Prepare tailored investment proposals and portfolio solutions that align with clients’ investment goals, risk profiles and investment horizons.
• 5. Coordinate the purchase and sale of bonds, stocks and other relevant investment products, liaising with financial institutions, issuers and product providers to facilitate transaction execution.
• 6. Track investment performance, market developments and changes in clients’ circumstances, identifying opportunities to refine investment proposals and adjust strategies as appropriate.
• 7. Analyse financial, accounting and investment information, preparing investment reports, performance summaries, forecasts and other documentation to support client reviews, business operations and applicable regulatory requirements.
• 8. Maintain relationships with wholesale and professional investors, financial advisers, family offices and investment product providers, coordinating with external organisations to facilitate access to investment products and complementary financial services.

Qualifications and Skills

• 1. Bachelor’s degree in Finance, Economics, Accounting, Business or a related field.
• 2. Knowledge of financial markets, investment products and investment strategies.
• 3. Relevant experience in financial services, investment advisory or investment product distribution, preferably involving fixed income, structured investments or managed funds.
• 4. Strong analytical, research and problem-solving skills.
• 5. Understanding of portfolio construction, investment risk and capital allocation.
• 6. Excellent communication and client relationship management skills.
• 7. Strong organisational skills, attention to detail, professional integrity and awareness of financial services regulations and compliance requirements.

What We Offer

• 1. Competitive salary package and remuneration structure.
• 2. Career development opportunities within a growing financial services business.
• 3. Exposure to diverse investment products, financial markets and institutional investment opportunities.
• 4. A collaborative and international team environment.
• 5. Access to investment product expertise, market insights and established industry relationships.