Associate Adviser

1 week ago

Melbourne, Australia LGT Crestone Wealth Management Full time

Min Experience- 3 yearsYour team
- Directly working with a team of Investment Advisers and Adviser Assistants
- Working as part of the broader Front Office team

Your Role
- Developing bespoke new client presentation and new business pitch material
- Editing and writing investment advice updates for sharing with clients
- Leading client driven research matters, ranging from macroeconomic, thematic or stock specific
- Implementing investment decisions
- Preparing bespoke reporting analysis
- Assisting with compliance and regulatory reporting obligations internally and managing team adherence
- Liaising with internal operations functions regarding cash transfer, managed funds, reporting and account opening processes
- Build, strengthen, grow, nurture and develop trusted relationships with clients, stakeholders and referral partners.
- Analyse situations and make logical, commercial decisions that contribute to the ongoing success of the business, its people, clients and stakeholders.
- Understanding the advice framework, leveraging technology and systems, and using compliance and governance to enhance your business outcomes.

Your skills & experience
- Minimum of three years’ experience in a professional/corporate environment.
- Enjoy (and have a flair for) engaging with clients.
- Understand the value of advice and the impact that advice can have on clients and their lives.
- Possess a positive can-do attitude.
- Be willing to learn and invest in your growth.
- Display a collaborative approach and strong influencing skills.
- Have a passion for the financial services industry.
- Demonstrate commercial acumen.
- Have demonstrable capabilities in time management, productivity and delegation.

Your role competencies
- Excellent communication skills
- Logical and methodical
- Client centric focus
- Resourceful, driven self-starter and motivated to succeed
- Strong attention to detail
- Resilient
- Pragmatic
- Effectively manage regular changing of priorities

Your qualifications
- Degree qualification in either Commerce, Economics, Finance, Accounting, or other business-related studies, law or engineering.
- Post graduate qualifications are advantageous
- RG146 qualification

  • Associate Financial Adviser

    5 days ago

    Melbourne, Victoria, Australia Perpetual Services Pty Limited Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best - whether in the office or from home.Take your career in financial advice to the next step and join a supportive teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands...

  • Adviser Services Associate

    9 hours ago

    Melbourne, Victoria, Australia Profusion PAC Pty Ltd Full time $60,000 - $120,000 per year

    Global and Reputable Fund Manager12 Month Temporary Opportunity With View to Permanent | Attractive Career PathwaysBeautiful Office Located Centrally Within Melbourne CBD and Hybrid Working ArrangementsCompany OverviewThis is an exciting new opportunity to work in one of the most highly regarded and largest investment management companies globally. Their...

  • Associate Financial Adviser

    2 days ago

    Melbourne, Australia Perpetual Limited Full time

    Based in Melbourne CBD - Hybrid working arrangement. - Opportunity to grow your career within a collaborative and supportive team. - A range of exciting benefits, incl. two weeks of additional paid leave Provide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Melbourne team. Sounds...

  • Communications and Engagement Adviser

    2 weeks ago

    Melbourne, Australia Hudson Australia Full time

    Government agency seeks a Communications & Engagement Adviser to design & deliver communication & engagement plans for landowners & key stakeholders **Communications and Engagement Adviser opportunity** - **$103,920 - $125,735 p.a. plus Super dependent on experience**: - **Full-time, 3 year fixed contract. Immediate start.**: - **Melbourne CBD/WFH...

  • Associate/ Senior Associate

    7 hours ago

    Melbourne, Victoria, Australia Clyde & Co Full time $120,000 - $180,000 per year

    About The RoleWe are looking for an Associate or Senior Associate Employment lawyer to join the practice led by Managing Partner Rebecca Kelly in either our Melbourne or Sydney office to focus on contentious and non-contentious matters. The ideal candidate will have a strong employment background, gained within a large-scale international or regional top...

  • Bd Adviser

    6 days ago

    Melbourne, Australia KM Talent Full time

    **Melbourne or Sydney** - Top tier international firm where BD is high quality and collaborative - Mix of client projects, bids and strategic BD - Reporting into a highly regarded and experienced Finance BD lead - BD is not viewed as a 'support function' at this firm - Hybrid working very much part of the culture - Professional services BD experience is...

  • Communications & Digital Adviser - Government Sector

    4 days ago

    Melbourne, Australia Hudson Australia Full time

    This pay rate is inclusive of mandatory 25% casual loading Regulatory agency seeks Communications and Digital Adviser to support the development of communications action plans & associated collateral for a major project to improve how the organisation communicates across its operational communications **Communications and Digital Adviser opportunity** -...

  • Financial Adviser

    4 days ago

    Melbourne, Victoria, Australia Skye Wealth Full time $90,000 - $120,000 per year

    Does this sound like you?You're passionate about helping people protect what matters most.You're not here to sell insurance; you want to give clients clarity, confidence, and peace of mind.You're excited to be part of a high-performing team where you can keep learning, contribute your voice, and have fun along the way.If you're nodding your head, this might...

  • Communications Adviser

    13 hours ago

    Melbourne, Australia Hudson Australia Full time

    **The Role**: Seeking a passionate Communications Advisor to assist in the development, delivery and evaluation of strategic communications plans and campaigns across portfolio teams. The Communications Adviser supports the delivery of best-practice and evidence-based communications that concisely communicates the education and training narrative to our...

  • Financial Adviser

    6 days ago

    Melbourne, Victoria, Australia Link Wealth Group Full time $80,000 - $120,000 per year

    We're looking for someone who has a passion for helping people reach those big financial goals. We need someone who is motivated to help us deliver the best service we can and impress our clients year after year.At Link Wealth, we help everyone from business owners to high-achieving professionals and executives to turn their money woes into financial wins.We...