Wealth Advisory Business Analyst

7 days ago

Sydney, New South Wales, Australia William Buck Nsw Full time

About William Buck NSW:

We're a leading Australian Accounting firm recognised for our expertise in mid-tier financial services. With over 100 Partners and 1000 team members across Australia and New Zealand, we're committed to excellence in everything we do.

Our core values revolve around 'Changing Lives' across our clients, colleagues, and community.

About this Opportunity:

As a key member of our Wealth Advisory team, you'll work closely with Senior Advisors and Partners to develop tailored advice solutions for high-net-worth families, business owners, and executives.

This is an exceptional chance to grow your career in a dynamic environment with opportunities to develop your skills, mentorship, and continuous learning.

Your Responsibilities:

  • Contribute to client meetings and establish strong relationships with clients.
  • Develop and produce sophisticated advice documents in collaboration with Senior Advisors and Partners.
  • Investment analysis, portfolio construction, and management to deliver exceptional client outcomes.
  • Strategic input to client review documents and implementation of recommendations.
  • Deliver high-quality client service, including portfolio trading and research.
  • Work with a collaborative team to drive business growth and excellence.

About You:

  • A degree in Commerce, Economics, or a related field is preferred.
  • 1-2+ years of experience in financial planning, advice, or a related field is advantageous.
  • Excellent communication, problem-solving, and analytical skills are essential.
  • Strong technical skills, including Word, Excel, and analytical tools.
  • A passion for delivering exceptional client service and a collaborative mindset.

What We Offer:

  • A dynamic, collegiate culture with opportunities for growth and development.
  • Flexible working arrangements to balance work and personal responsibilities.
  • Career enhancement programs, including professional development and mentorship.
  • Extensive training and support for your career advancement.
  • A competitive salary and benefits package.
  • A chance to work on high-profile projects and collaborate with experienced professionals.

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