Financial Services Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestor Full time $80,000 - $125,000
Job Opportunity in Wealth Management

We are seeking highly motivated and experienced professionals to join our team in the wealth management industry. This role presents a unique opportunity for individuals who thrive in fast-paced environments and possess excellent communication skills.

The successful candidate will be responsible for providing expert financial and investment advice to clients, maintaining client portfolios, and ensuring that all financial transactions are executed efficiently.

  • Work closely with advisors to gather and analyze financial information in order to provide informed advice to clients.
  • Maintain accurate records of client portfolios, including regular assessments and revisions to ensure alignment with their financial objectives.
  • Provide timely market updates and stock research to clients, as well as execute share trading activities and stay up-to-date with market-sensitive news.
  • Execute administrative tasks for clients and advisers, including coordinating cash and stock transfers, settlements, and international trading execution.
  • Assist with client reviews and new business pitches, leveraging expertise to drive growth and client satisfaction.

The ideal candidate will possess strong relationship-building skills, a University Degree in Business or Commerce, and excellent analytical and problem-solving abilities.

Key Skills and Qualifications
  • Strong communication and interpersonal skills
  • Excellent analytical and problem-solving abilities
  • University Degree in Business or Commerce (highly desirable)
  • Strong relationship-building skills

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