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Associate - Wealth Management

2 months ago

Brisbane, Australia Fitzgerald Jenkins Recruitment Full time

Top Tier Clients
- Excellent Career Opportunities
- Desk Assistant / Adviser Assistant / Paraplanner / Client Service Manager

We are working with this market leading Wealth Management firm who seeking driven and motivated individuals to join their growing business.

This role is an excellent opportunity to build your financial markets knowledge while also supporting a team of Investment Advisers & their clients.

The roles will include the following responsibilities:

- 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, Revising clients investment strategies inline with their financial objectives.
- Market related tasks; providing accurate market information and stock research to clients, share trading and keeping up with market sensitive news
- Proactively executing administrative tasks for clients and the Advisers
- Assisting with clients annual & quarterly reviews and new client pitch presentations
- Liaise with the Operations team to coordinate cash and stock transfers, settlements, corporate actions, and international trading execution.

To be considered for this role you will:

- RG146 compliant is desirable
- Previous experience as an Adviser Assistant, Associate, Client Service Manager (Fin Planning)
- Have a University Degree in Business / Commerce / other finance related
- **Highly motivated and self-directed**:

- Strong relationship management skills and ability to build internal and external stakeholder networks

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