Wealth Advisory Professional

3 weeks ago

Sydney, New South Wales, Australia William Buck Full time
About the Role

We are seeking a talented Wealth Advisory Professional to join our team at William Buck. In this role, you will work closely with Directors and Senior Advisors to provide exceptional client service and support.

Key Responsibilities
  • First point of contact for clients, providing outstanding customer service and addressing their needs
  • Preparation of portfolio reviews for client meetings, ensuring accurate and timely delivery
  • Attending client meetings, building strong relationships and delivering tailored solutions
  • Executing investment trades, ensuring seamless execution and optimal outcomes
  • Assisting in the development of client strategies, leveraging your knowledge and expertise
  • General correspondence and workflow management, maintaining efficient processes and high standards
About You
  • A passion for Wealth Management / Financial Planning, driving your career ambitions
  • A focus on client satisfaction, with excellent communication and interpersonal skills
  • A commitment to continuous learning, staying up-to-date with industry trends and best practices
  • A high attention to detail, with a keen eye for accuracy and precision
  • Recent completion of a relevant degree at an Australian University, laying the foundation for success
Our Benefits
  • An estimated salary range of AU$60,000 - AU$80,000 per annum, depending on experience
  • A collaborative and inclusive culture, fostering growth and development
  • A comprehensive training program, equipping you with the skills and knowledge required for success
  • Flexible work arrangements, supporting work-life balance and productivity
  • Opportunities for professional development and advancement, shaping your future

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