Career Opportunities for Financial Professionals

2 days ago


Melbourne, Victoria, Australia deVere Australia Full time
Job Overview

We are seeking a highly skilled and motivated Financial Advisor to join our team at deVere Australia. As a key member of our Wealth Management Services department, you will be responsible for building strong relationships with clients and providing tailored investment advisory services to meet their needs.

Key Responsibilities
  • Develop and maintain a portfolio of high net worth clients, providing personalized financial planning and investment advice.
  • Conduct thorough client reviews to identify their financial goals and objectives, and develop customized solutions to achieve those goals.
  • Stay up-to-date with market trends and regulatory changes, and communicate those changes to clients in a clear and concise manner.
  • Analyse complex financial data and provide recommendations to clients based on that analysis.
Requirements
  • A degree in finance or a related field, or equivalent experience in the financial industry.
  • Proven track record of success in wealth management or a related field.
  • Strong communication and interpersonal skills, with the ability to build trust with clients.
  • Ability to work independently and as part of a team, with a high level of attention to detail.


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