Financial Markets Professional

4 days ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time

Job Title: Financial Markets Professional

About the Role:

We are seeking a highly skilled Financial Markets Professional to join our team in Melbourne or Sydney. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and support to Private Client Advisors and their High Net Worth clients.

Key Responsibilities:

  • Facilitate all administrative client queries with high attention to detail and prioritization skills.
  • Client on-boarding, including preparation of account documentation and creation of client records in our systems.
  • Aarrange and assist with maintenance of client accounts and records, adhering to current AML/CTF and KYC Regulations.
  • IPO and corporate action allocation management.
  • Preparation of client valuations, asset allocations, and reporting as required.
  • Assist in client asset transfers, including cash, both domestically and internationally.
  • Process and monitor stock settlements, following up with clients regarding outstanding funds.
  • Prioritize competing adviser requests in a fast-paced environment.
  • Assist with logistics and planning for client events.
  • Provide ad-hoc translation for marketing purposes.
  • Establish and maintain relationships with internal stakeholders and departments.
  • Participate in department cross-training as required.
  • Contribute to process development initiatives to increase efficiencies.
  • Proactively notify clients and Financial Advisors of any issues, recommending solutions and timeframes.
  • Comply with the ethical standards contained within our Company Code of Conduct.
  • Adhere to company policies and procedures, regulatory, and legislative requirements.

Requirements:

  • High level of financial markets knowledge and understanding of the financial advice process.
  • Excellent communication and organizational skills.
  • Fluent in written and spoken Mandarin language.
  • Strong attention to detail and ability to prioritize tasks effectively.
  • Goal-oriented with demonstrated drive and initiative.
  • Desirable tertiary qualification in Finance, Business, or Economics.
  • RG146 qualification (or willingness to study towards).

What We Offer:

  • A highly competitive salary range of AUD $80,000 - $110,000 per annum, depending on experience.
  • An opportunity to work with a leading global wealth management firm.
  • Professional development opportunities.
  • A collaborative and dynamic work environment.

Application Instructions:

Please submit your application, including your resume and a cover letter outlining your relevant experience and qualifications. We look forward to receiving your application.

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