Investment Adviser

2 days ago

West Melbourne, Australia AVARI Capital Partners Full time

Provide general advice on investment products for wholesale individuals or organisations. Work with external wealth group to implement mandates on client’s investment portfolios including but not limited to mortgage fund, bonds, real estate and property syndicate funds.
- Report to Head of Capital
- General client service and administration
- Construct, review and administer client investment portfolios
- Contribute to development of financial planning strategy for both new and existing clients
- Contribute to the business development strategies of the firm
- Promote the business services and engage new clients
- Direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
- Manage funds raised from personal superannuation savings policies and unit trusts
- Track investment performance, and reviewing and revising investment plans based on client needs and market movement
- Outreach to external advisers using various platforms and enhance relationship with the advisers.
- Attend regular compliance training and AFSL training and compliance meetings

Pay: $80,000.00 - $100,000.00 per year

**Benefits**:

- Salary packaging

Schedule:

- 8 hour shift

Supplementary Pay:

- Performance bonus

Work Authorisation:

- Australia (preferred)

Work Location: In person

Application Deadline: 26/06/2025

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