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Unlock Your Potential in Wealth Advisory
2 weeks ago
We are seeking talented individuals to join our Wealth Advisory team for a 5-week program. This opportunity is designed to nurture and grow your skills and confidence through focused learning and development programs, as well as a fun and collaborative team culture.
- Gain hands-on experience in investment portfolio administration, preparing investment reports, and insurance renewals.
- Develop essential skills in financial planning, banking, and finance.
- Work closely with experienced professionals to build your knowledge and expertise.
This program offers a unique chance to gain insight into daily life at a mid-tier firm, meet clients and colleagues, and participate in social events and networking opportunities.
Key Responsibilities:As a participant in this program, you will be responsible for:
- Supporting the preparation of investment reports and insurance renewals.
- Assisting with investment portfolio administration.
- Collaborating with the team to achieve business objectives.
To succeed in this role, you should have:
- A genuine interest in a career within Wealth Advisory.
- Excellent communication and teamwork skills.
- The ability to work effectively in a fast-paced environment.
- Relevant academic qualifications, such as a degree in Banking and Finance or Financial Planning.
The application process includes:
- Initial Application: We will assess your application and eligibility.
- Online Assessment and Video Interview: You will be invited to participate in an online assessment and video interview with our Early Careers Advisor.
- Face-to-face Interview: You will be invited to interview with team members from the division you applied to.
- Offer: You become a member of our Wealth Advisory team.
Join us and take the first step towards a rewarding career in Wealth Advisory.
