Wealth Management Associate

Waratah Recruitment Partners; Sydney; Presencial; AUD 70 000 - 100 000; Tempo integral

Resumo da oferta

Waratah Recruitment Partners is assisting a leading Wealth Management firm in Sydney to recruit an Associate who will support Investment Advisers and their clients. This role offers a strong path to develop capability and financial markets knowledge while working alongside experienced professionals.

Key duties include collecting and analysing financial information, maintaining client portfolios, providing market information, liaising with operations, and assisting in investment proposals and

Qualificações

• Degree in Finance or related disciplines desirable.
• Wealth management, financial planning or operations experience desirable.
• Highly motivated and self-directed.
• Possess full Australian working rights.

Responsabilidades

• Work with the Advisor to collect and analyse financial and investment information to provide sound financial and investment advice to clients.
• Work with the Advisor to maintain client portfolios on a regular basis, reassessing objectives and revising investment strategies.
• Provide market-related information to clients.
• Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc).
• Assist the Investment Advisers with preparation of investment proposals and new pitch documents.
• Assist in coordinating client functions and marketing events with the Business Manager and Event Manager.

Conhecimentos

Financial markets knowledge

Client support

Attention to detail

Formação académica

Finance degree

Descrição da oferta de emprego

Our client, a Leading Wealth Management firm, is seeking a driven and motivated Associate to join their growing business. This role is an excellent opportunity for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.

About the Company

Our client, a Leading Wealth Management firm, is seeking a driven and motivated Associate to join their growing business. This role is an excellent opportunity for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.

About the Role

The responsibilities of this role include

• 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, and revising clients investment strategies inline with their financial objectives
• Market-related tasks; providing accurate market information to clients
• Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc)
• Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required
• Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager

To be considered for this role you will:

• Degree qualified in Finance or related disciplines desirable
• Previous wealth management, financial planning, operations experience is desirable
• Highly motivated and self-directed
• Possess full Australian working rights