Associate Adviser

1 week ago

Sydney, New South Wales, Australia Lgt Crestone Wealth Management Full time

Min Experience- 3 yearsYour team
- Directly working with an Investment Adviser(s) and an Associate.
- 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
- Ability to construct written communication to clients of professional standard
- 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

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