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Wealth Management
Superior People RecruitmentBrisbane, Australia9 days ago
Job descriptionRG146 compliant is desirable Have a University Degree in Business / Commerce / other finance related Highly motivated and self-directed Strong relationship management skills and ability to build internal and external stakeholder networks Superior People Recruitment are a leading Brisbane Employment Agency._
We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses.
The roles will include the following responsibilities :
- Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
- Work with the Advisor to maintain client portfolios on a regular basis. This includes Providing timely advice to clients, Reassessing clients financial objectives, Revising clients investment strategies inline with their financial objectives.
- Market related tasks; providing accurate market information and stock research to clients, share trading and keeping up with market sensitive news
- Proactively executing administrative tasks for clients and the Advisers
- Assisting with clients annual and quarterly reviews and new client pitch presentations
- Liaise with the Operations team to coordinate cash and stock transfers, settlements, corporate actions, and international trading execution.
To be considered for this role you will :
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Wealth Management • Brisbane, Australia
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