Private Wealth Associate: Start Your Canberra Career

E&P Financial Group; Canberra; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Daily breakfast options

Purchased annual leave

Regular wellness initiatives

Active social and sporting calendar

Job summary

E&P Financial Group in Canberra is seeking an Associate in Private Wealth Management to support a small team of experienced advisers. This role offers broad exposure whether you are starting your career or seeking to build experience in wealth management.

You will be immersed in administration, client service and investment analysis, with opportunities to prepare advice documents and assist with client meetings, while learning the platforms and systems used across our private wealth business.

Qualifications

• Bachelor's degree (or equivalent) in a relevant field.
• Strong interest in financial services and financial markets.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Willingness to learn and adapt to new systems and processes.
• Self-driven and proactive approach.
• Confidence using technology and learning new platforms.

Responsibilities

• Provide administrative support to Advisers and the Private Wealth Management team.
• Place buy/sell orders on behalf of clients and manage funds product orders.
• Provide analysis and ongoing monitoring of investments.
• Assist with preparation of formal advice documents (e.g., Statements of Advice).
• Support client meetings and respond to client requests.

Skills

Communication skills

Attention to detail

Willingness to learn

Self-driven

Tech-savvy

Education

Bachelor's degree

Job description

E&P Financial Group in Canberra is seeking an Associate in Private Wealth Management to support a small team of experienced advisers. This role offers broad exposure whether you are starting your career or seeking to build experience in wealth management.

You will be immersed in administration, client service and investment analysis, with opportunities to prepare advice documents and assist with client meetings, while learning the platforms and systems used across our private wealth business.