Strategic Portfolio Advisor

4 days ago


Sydney, New South Wales, Australia EBR Full time

About EBR:

We are a dynamic and innovative company dedicated to delivering exceptional financial services to our clients.

Job Title: Strategic Portfolio Advisor

Job Type: Full-time

Salary: AU$80,000 - AU$110,000 per year

About the Role:

  • Manage client relationships, providing strategic advice and guidance on portfolio management
  • Collaborate with senior advisors to develop and implement comprehensive financial strategies
  • Conduct research and analysis to identify opportunities for growth and improvement in client portfolios
  • Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded
  • Liaise with internal teams to ensure seamless delivery of services

Requirements:

  • Degree qualified in Commerce, Economics, or similar discipline
  • Minimum 3 years' experience in financial planning, superannuation consulting, or accounting
  • Strong analytical and problem-solving skills, with excellent communication and interpersonal abilities
  • Familiarity with financial software and systems, including Xplan

What We Offer:

  • A competitive salary package, including a base salary and bonuses
  • Ongoing professional development and training opportunities
  • A collaborative and supportive work environment
  • The chance to work with a diverse range of clients and projects


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