
Associate - Private Wealth Management
2 days ago
Join to apply for the Associate - Private Wealth Management role at E&P Financial Group
Job Description
OverviewJoin to apply for the Associate - Private Wealth Management role at E&P Financial Group.
The CompanyE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The RoleJoining E&P Financial Group as an Associate in our Private Wealth Management team in Canberra, you will work in a small team providing support to the Advisers. This is a great opportunity to work and gain a broad depth of experience in your first role in the industry or to leverage existing experience in this area.
Your role will have a strong administration focus where you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time. You will assist the team in delivering high levels of service associated with managing a private wealth client base.
A typical day may include:
- Provide technical and administration support to Advisers.
- Place buy/sell orders on the market as requested by clients.
- Manage funds product orders.
- Provide analysis and ongoing monitoring of investments.
- Preparation of formal advice documents (i.e. Statements of Advice).
- Assist with client meetings and respond to client requests.
Key to your success in the role will be:
- A relevant Bachelors' degree (or prior experience in a similar role)
- A strong interest in and/or prior experience in financial services and financial markets
- Excellent verbal and written communication skills
- Strong attention to detail
- A willingness to learn
- Your self-driven approach
- Technologically savviness
We have a range of benefits that we think you'll like including daily breakfast options, purchased annual leave, and regular wellness initiatives. We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right.
We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.
Additional information- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
Referrals increase your chances of interviewing at E&P Financial Group by 2x
Get notified about new Private Wealth Management Specialist jobs in Canberra, Australian Capital Territory, Australia.
#J-18808-Ljbffr
-
Associate - Private Wealth Management
2 days ago
Canberra, ACT, Australia E&P Financial Group Full timeJoin to apply for the Associate - Private Wealth Management role at E&P Financial GroupJob DescriptionOverviewJoin to apply for the Associate - Private Wealth Management role at E&P Financial Group.The CompanyE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate...
-
Canberra, ACT, Australia Stmarkscollege Full timeThe CompanyE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research.We provide high-quality, market-leading financial advice for individuals, families, for-purpose organisations, corporates and institutionsAn...
-
Canberra, ACT, Australia Gotafe Full timeThe CompanyE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high-quality, market-leading financial advice for individuals, families, for-purpose organisations, corporates and institutionsAn...
-
Private Wealth Management Specialist
2 days ago
Canberra, ACT, Australia beBeeFinancial Full time $60,000 - $80,000We are seeking an experienced and motivated individual to join our Private Wealth Management team as a Financial Services Associate.Job DescriptionThe successful candidate will be responsible for providing technical and administration support to our Advisers, managing funds product orders, placing buy/sell orders on the market, and preparing formal advice...
-
Private Wealth Management Professional
2 days ago
Canberra, ACT, Australia beBeeWealth Full time $60,000 - $90,000Job RoleE&P Financial Group offers a diverse financial services portfolio, serving clients across wealth management, funds management, corporate advisory, institutional sales and trading, and research.We prioritize our clients' needs above all else. Our team delivers valuable knowledge and insights to empower our clients, helping them navigate the constantly...
-
Private Wealth Management Specialist
3 days ago
Canberra, ACT, Australia beBeeFinancial Full time $80,000 - $125,000Job Description:This is a prime opportunity to expand your expertise in private wealth management. You will be part of a close-knit team, providing support to the Advisers and developing a comprehensive understanding of all aspects of the role.Provide expert technical and administrative assistance to Advisers.Place buy/sell orders on the market as requested...
-
Tax Professional
16 hours ago
Canberra, ACT, Australia beBeeTax Full time $170,000 - $210,000Private Tax Services Manager RoleAs a seasoned tax professional, you will have the opportunity to work with high net worth clients, corporate groups, trusts, and privately owned businesses in a collaborative environment.Key Responsibilities:Develop and implement innovative solutions to complex tax matters, leveraging expertise from top tax...
-
Financial Services Professional
2 hours ago
Canberra, ACT, Australia beBeeFinancial Full time $55,000 - $90,000About Our OpportunityWe are seeking an experienced Private Wealth Management professional to provide technical and administrative support to clients.Key responsibilities include:Providing technical guidance to our advisersProcessing buy/sell orders on behalf of clientsManaging investment productsConducting analysis and ongoing monitoring of...
-
Senior Business Consultant
2 days ago
Canberra, ACT, Australia beBeeTax Full time $150,000 - $180,000At EY Advisory Services, you will have the opportunity to build a career as unique as you are. You will work with an established and exciting client base, across a variety of industries to help shape and enhance their business strategies.Your Key ResponsibilitiesManage a diverse portfolio of clients including corporate groups, trusts, privately owned...
-
Private Client Growth Leader
6 days ago
Canberra, ACT, Australia beBeeDirectors Full time $150,000 - $200,000**Private Client Director Opportunity**Are you a seasoned wealth advisor seeking a role that focuses on business development? We have an exciting opportunity for a Private Client Director to join our team and lead the growth of our private wealth management business in Australia.\