Account Representative

1 day ago

Melbourne, Australia Finexia Financial Group Limited Full time

**About Us**

Finexia Financial Group Limited is a premier financial services provider based in Sydney, Australia, specializing in private credit, asset and funds management, commercial and private lending, and services for sophisticated and wholesale investors. With a commitment to delivering innovative financial solutions, Finexia empowers clients to maximize returns and manage risks effectively within diverse investment portfolios.

**Position Overview**

We are seeking a motivated and detail-oriented Account Representative to join our portfolio management team. This key role involves managing client relationships, supporting portfolio optimization, and delivering outstanding service to investors. You will act as a vital link between Finexia and our clients, ensuring they receive the insights and tools needed to achieve their investment goals.

**Key Responsibilities**

As an Account Representative, you will have the opportunity to make a meaningful impact through the following responsibilities:
**Client Account Management**
- Serve as the primary contact for investors, addressing inquiries and ensuring a seamless portfolio management experience.
- Facilitate the onboarding process for new clients, guiding them through account setup and portfolio options.

**Investor Relationship Building**
- Develop and nurture strong relationships with both individual and institutional investors.
- Keep clients informed about portfolio performance, market trends, and emerging investment opportunities.

**Sales and Service Support**
- Collaborate with the sales team to promote Finexia’s portfolio management services.
- Educate clients on various investment strategies, helping them make informed financial decisions.

**Portfolio Guidance and Optimization**
- Provide personalized recommendations tailored to client objectives and risk tolerance.
- Guide clients through Finexia’s diverse portfolio offerings, including managed funds and private credit solutions.

**Problem Resolution**
- Address and resolve client concerns with professionalism and efficiency.
- Act as a liaison between clients and internal teams to ensure smooth service delivery.

**Compliance and Documentation**
- Maintain compliance with regulatory standards and company policies.
- Ensure accurate records of client interactions and portfolio activities are kept.

**Market Research and Insights**
- Stay informed on financial market developments and share insights with clients.
- Position Finexia as a leading advisor by delivering valuable market analysis.

**Required Skills and Knowledge**

To succeed in this role, you should bring the following qualifications and abilities:

- **Educational Background**: Bachelor’s degree in Finance, Business Administration, or a related discipline.
- **Professional Experience**: Previous experience in financial services, account management, or portfolio management.
- **Industry Knowledge**: Comprehensive understanding of financial markets, investment strategies, and risk management.

**Skills**:

- Excellent communication and relationship-building skills.
- Strong organizational and multitasking capabilities.
- Proficiency in CRM systems and Microsoft Office Suite.

**Personal Attributes**:

- High attention to detail and a proactive mindset.
- A client-centric approach and passion for delivering exceptional service.

**Why Join Finexia Financial Group Limited?**

At Finexia, you’ll join a forward-thinking team that is redefining the financial services industry. As an Account Representative, you’ll gain valuable insights into portfolio management while contributing to innovative financial solutions for sophisticated investors. Finexia fosters a collaborative environment, prioritizes professional development, and offers opportunities to work alongside industry leaders.

**Benefits of Joining Finexia**:

- Competitive base salary with performance-based bonuses.
- Clear career progression pathways within the portfolio management space.
- Exposure to cutting-edge financial products and strategies.
- A collaborative and innovative work culture.
- Opportunities to work closely with experienced leaders in both traditional and digital finance.

**How to Apply**

Pay: $96,000.00 per year

**Benefits**:

- Professional development assistance
- Work from home

Schedule:

- Monday to Friday

Supplementary Pay:

- Commission
- Overtime pay
- Performance bonus

Work Authorisation:

- Australia (preferred)

Work Location: In person

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