Executive Wealth Manager
2 weeks ago
The role involves managing a portfolio of high net worth and wholesale clients, delivering tailored investment advice, and driving growth of the client base through referrals and leads.
Key responsibilities include:
- Managing multiple portfolios to ensure optimal financial outcomes for clients;
- Providing expert analysis of balance sheets, IPOs, and fund manager reports;
- Contributing to research and investment decisions within the team;
- Developing strong client relationships through effective communication and advisory skills;
In addition, the ideal candidate will have:
- A degree in a relevant field with relevant accreditation;
- A strong background in wealth management or stockbroking;
- Experience in investment markets and direct equities;
- Advanced portfolio construction and analysis skills;
- Proven ability to drive business growth through referrals and leads;
This self-licensed firm has been established for over 35 years, specialising in investment advice with a focus on direct investments. The team operates in an open-plan office, prioritising collaboration, respect, and professionalism.
Benefits include:
- A dynamic work environment that fosters collaboration and innovation;
- Opportunities for professional development and growth;
- A competitive compensation package;
- A supportive team environment.
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