Financial Portfolio Manager

4 days ago


Sydney, New South Wales, Australia Click and Connect Online Limited Full time
Job Summary:

We are seeking an experienced Financial Portfolio Manager to join our team at Click and Connect Online Limited in Sydney, Australia. This role requires a highly motivated individual with a proven track record in wealth management and exceptional client relationship skills.

About the Role:

The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice. They will conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.

To succeed in this role, you must have a strong knowledge of financial products, investment strategies, and market dynamics. You should also possess excellent communication, negotiation, and interpersonal skills, as well as the ability to build and maintain long-term client relationships based on trust and integrity.

Key Responsibilities:
  1. Develop and manage a portfolio of high-net-worth clients.
  2. Conduct comprehensive financial planning and provide personalized investment advice.
  3. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
Requirements:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • Proven track record of managing and growing a portfolio of high-net-worth clients.
  • Strong knowledge of financial products, investment strategies, and market dynamics.
Benefits:

This role offers a competitive salary package, including a base salary of $120,000 - $180,000 AUD per annum, plus commission. You will also receive comprehensive health and wellness benefits, opportunities for professional development and career advancement, and a supportive and collaborative work environment.



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