Associate - Private Wealth Management
2 weeks ago
The Company
E&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, self-managed super fund accounting, corporate advisory, institutional sales and trading, research, and funds management.
E&P has offices in Sydney, Melbourne, Canberra, Brisbane and Hong Kong and has over $20 billion of funds under advice.
As a provider of high-quality, market-leading financial advice for private clients, institutional clients and corporates, we value long-term client partnerships and our people are the cornerstone of those relationships - regardless of whether they have day-to-day contact with clients.
The Role
We are seeking a highly-motivated and enthusiastic Associate, with a strong interest in financial markets, to join our Private Wealth Management team. Working alongside experienced and well-respected Advisers in one of the top Adviser teams in Sydney, you will assist the team to provide high levels of service associated with managing a private wealth client base.
A typical day may include:
- Provide technical and administration support to Advisers
- Place buy/sell orders on the market as requested by clients
- Provide analysis and on-going monitoring of investments
- Preparation of formal advice documents (i.e. Statements of Advice)
- Assist with client meetings and respond to client request
- Training and mentoring of new team members
Ideally you will have a strong interest in and/or prior experience in financial services and financial markets. A relevant Bachelors' degree will be highly regarded.
The Benefits
Our focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect. Working with us means you get to work with an exceptional team and learn from and collaborate with some of the best in the business. We believe success breeds success.
We want to take care of you, so you can take care of our clients Our state-of-the art offices are equipped with a selection of healthy breakfast options and each year you'll receive an annual fitness rebate which you can use in a way that suits you.
We know our people work hard, so we offer flexibility and an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to staff, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
How to apply
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