Investment Advisor Career Opportunity

2 weeks ago

Sydney, New South Wales, Australia beBeeCareer Full time $80,000 - $120,000

Job Overview

Boutique investment firm seeking Investment Adviser Associate. The role focuses on supporting a team of senior advisers in the day-to-management of existing and new clients.

The primary responsibilities include providing high-level service to client inquiries and correspondence, maintaining accurate CRM records, producing SOA and ROA's for the advisers, and demonstrating proactive support.

Key Accountabilities:
  • Support a team of senior advisers with the management of existing and new clients.
  • Provide exceptional customer service and respond promptly to client inquiries and correspondence.
  • Maintain accurate and up-to-date CRM records.
  • Produce professional SOA and ROA documents for the advisers.

Qualifications and Experience

Candidates should hold a relevant degree and possess 2-3 years' experience in an investment or financial advice firm. Proficiency in Xplan and CRM systems is highly regarded, as well as a sound understanding and working knowledge of current regulatory and compliance frameworks.

Required Skills and Qualifications:

  • Relevant degree
  • 2-3 years' experience in an investment or financial advice firm
  • SOA and ROA production experience
  • Xplan and CRM experience
  • Sound understanding and working knowledge of current regulatory and compliance frameworks

Benefits

The successful applicant will enjoy a competitive salary package, comprehensive training, and regular access to senior directors/advisers. Opportunities for career progression and equity participation are also available.

About the Business

Our business is a modern firm owned by employees sharing a common vision and values. We provide exclusive services to a select number of high net worth families and individuals, tailoring our approach to meet individual investment objectives.

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