Graduate - Financial Services

2 weeks ago

Shepparton, Victoria, Australia SKYBRIDGE FINANCIAL Full time $45,000 - $60,000 per year

We are looking for a Graduate to begin their training as a Financial Advisor.

Your situation would be:

  • You have completed a Bachelor's degree in Business, Commerce, Economics or a similar discipline with a major in Finance.
  • You're detail oriented, eager to learn and ready to take on new challenges
  • You are excited to gain exposure to a diverse range of clients and industries

You will be working closely with the Senior Advisors in the office and your key responsibilities will involve ~

  • Being another point of contact for clients
  • Preparation of portfolio reviews for client meetings
  • Attending client meetings
  • Executing investment trades
  • Assisting in the development of client strategies
  • General correspondence and workflow management

You will gain immediate exposure to the client relationship, attend client meetings with the goal of forming your own client list. This is a practical hands on role from the start where you will gain on the job experience.

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