Senior Investment Advisor

20 hours ago

Melbourne, Victoria, Australia Lawson Delaney Australia Full time $120,000 - $180,000 per year

Senior Investment Advisor   

The core purpose of the role is to deliver high-quality Investment Advice to large complex clients.

Overview of the role

  • Working as part of a team with a long established business in Australia you will take responsibility for managing your clients and those relationships
  • Working closely with other advisors and internal support teams to ensure clients investment advisory needs are met across all product types
  • Initiate, develop and maintain relationships with a range of clients and prospect clients including establishing new relationships
  • Developing and maintaining a very strong knowledge of all investment products and services and matching these with the needs of clients

Desirable skills

  • Strong knowledge of investments and investment products, with experience specifically in Private Wealth Management, Financial Advice and related
  • Bachelor's degree (AQF7 level), CFA, CAIA
  • Will suit someone with self-drive and a very well organised person
  • Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment
  • Relevant experience and relationships across the Financial Advice, Planning or Superannuation
  • Excellent verbal and written communication skills and an ability to communicate at all levels including, professional presentation to clients.

Please apply to this advert if you are interested. This is a Melbourne based role and requires limited travel.

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