High-Net-Worth Investment Specialist
2 days ago
Seeking a skilled Investment Counsellor to partner with our internal portfolio decision-makers, auxiliary research teams, client service associates and renowned sales team to provide top-notch service to high-net-worth clients.
">As an Investment Counsellor, you will be the voice of the firm. You will work closely with our internal teams to educate clients on our top-down portfolio strategy, their investments and important market events. You will also proactively connect with clients on a quarterly basis to review their asset allocation and ensure we are on the right track toward their long-term financial goals.
">The ideal candidate will have 5+ years of experience creating and building new client relationships and instilling trust within the investment industry. They will also have knowledge of the Australian and/or New Zealand asset management industry, regulations and procedures. A university degree or suitable graduate diplomas will also be required.
">In return for your expertise, we offer a range of benefits including 100% paid premiums for our top-tier supplemental healthcare plan, super contributions at the applicable superannuation guarantee percentage and 20 days of annual leave. We are committed to being a fee-only fiduciary firm, meaning our compensation structure aligns with our clients' best interests without relying on commissions.
">We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about providing exceptional client service and have a strong understanding of the investment industry, we encourage you to apply for this exciting opportunity.
">Key Responsibilities:
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