Wealth Management Professional

3 days ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Wealth Management

We are seeking a highly skilled and experienced Wealth Management professional to join our team at Anton Murray Consulting.

About the Role:

The successful candidate will be responsible for providing exceptional client service, assisting in the development of financial advice and investment proposals, and maintaining up-to-date knowledge of relevant legislation and industry standards.

Key Responsibilities:
  • Assist advisors in the preparation and implementation of financial advice and investment proposals
  • Provide superior client service, responding quickly and appropriately to client requests
  • Maintain an up-to-date working knowledge of current relevant legislation and industry standards
  • Proactively identify opportunities for process improvement within the business
  • Manage the overall client relationship and communication process
  • Provide efficient and broad administration support to the Investment/Financial Advisory team
Requirements:
  • 3+ years of relevant experience in equity markets, either from operations, Client Services, or similar roles
  • Degree Qualified within a Banking related discipline
  • RG 146 (ideally, or willingness to study)
What We Offer:

Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending, and managed funds investments.

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