Associate

2 months ago

Brisbane, Australia Perigon Group Full time

Full time permanent role
- CBD location
- Strong progression pathways

**The Company**

Our client is a leading financial services company dedicated to providing comprehensive wealth management solutions to a diverse clientele. With a commitment to excellence, integrity, and innovation, they strive to empower their clients to make informed financial decisions and secure their financial future.

**The Role**

As a Junior Associate, you will play a pivotal role in supporting the team of experienced professionals in delivering tailored financial strategies and solutions to clients. This role offers a unique opportunity to learn and develop foundational skills in wealth management while contributing to the overall success of the firm.

**Responsibilities**:

- Assist senior advisors in analysing client financial situations and developing personalised wealth management strategies.
- Collaborate with team members to prepare client presentations, investment proposals and financial reports.
- Conduct market research and analysis to support investment decision-making.
- Maintain accurate and up-to-date client records and documentation.
- Participate in client meetings and gain exposure to relationship management.

**About You**

Qualifications:

- Bachelor's degree in Finance, Economics, Business, or related field.
- Strong interest in wealth management and a basic understanding of financial markets.
- Excellent analytical skills with attention to detail.
- Effective communication and interpersonal skills.
- Proficiency in Microsoft Office suite, particularly Excel and PowerPoint.
- Ability to thrive in a collaborative team environment.
- Any relevant internships, coursework, or certifications in finance are a plus.

**Benefits**
- Comprehensive training and mentorship to jumpstart your career in wealth management.
- Exposure to a wide range of financial strategies and client interactions.
- Opportunities for professional development and advancement within the firm.
- Engaging and inclusive work culture that values teamwork and innovation.
- Competitive compensation and benefits package.

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