Wealth Advisory Graduate Opportunity

16 hours ago

Sydney, New South Wales, Australia William Buck Full time
Unlock a Rewarding Career in Wealth Advisory

Are you a recent university graduate eager to launch your career in financial services? We're seeking a talented and ambitious individual to join our team as a Wealth Advisory Graduate. As a key member of our team, you'll have the opportunity to work closely with experienced Directors and Senior Advisors, developing essential skills and knowledge in wealth management.

About William Buck

At William Buck, we're committed to 'Changing Lives' across everything we do. As one of Australia's top mid-tier Accounting firms, we pride ourselves on creating opportunities for our people and supporting their development to ensure bright futures and continued career growth.

Key Responsibilities
  • Be the first point of contact for clients, providing exceptional service and building strong relationships.
  • Prepare portfolio reviews for client meetings, ensuring accurate and comprehensive information is presented.
  • Attend client meetings, working collaboratively with advisors to deliver tailored solutions.
  • Execute investment trades, leveraging technical expertise to drive results.
  • Assist in developing client strategies, contributing to the delivery of world-class advisory services.
  • Manage general correspondence and workflow, maintaining high levels of efficiency and productivity.
Requirements
  • A relevant degree from an Australian University, with a passion for Wealth Management / Financial Planning.
  • Excellent communication and interpersonal skills, with a focus on delivering exceptional client service.
  • A collaborative mindset, with the ability to work effectively within a dynamic team environment.
  • A high level of attention to detail, with a commitment to accuracy and precision.
  • A willingness to learn and develop new skills, with a focus on achieving outstanding results.
Benefits
  • An estimated salary of AU$65,000 - AU$80,000 per annum, depending on experience.
  • A comprehensive benefits package, including flexible work arrangements, ongoing learning and development opportunities, and a range of social and wellness programs.
  • The opportunity to work with a leading Accounting firm, recognized for its commitment to excellence and community engagement.
About You

We're looking for someone who is driven, motivated, and passionate about delivering exceptional results. If you're eager to learn, love a challenge, and want to develop into the best Advisor you can be, this is the perfect opportunity for you. Apply now and take the first step towards a rewarding career in Wealth Advisory.

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