Wealth & Property Investment Advisor
North Strathfield, Australia | Posted on 04/02/2024 The Wealth & Property Investment Advisor will be responsible for providing... more info
Investment Advisor
Salary:
80.00 - 100.00
Posted:
01-03-2025
Category:
Investing Investment Banking
Sydney,
Job Description
Working with a leading independent boutique wealth management firm 11th February, 2025 About the Client: Our client is an independent, boutique wealth management advisory business offering clients portfolio management services. They provide tailored asset allocation strategies designed for their clients’ investment objectives, goals, and risk appetite; corporate advisory services, providing clients with access to capital as well as sales and corporate broking services. They provide a holistic investments approach with a focus on alternatives such as private equity, real estate, and traditional equities. About the role: As an Investment Advisor, you will be responsible for providing personalised investment advice and portfolio management services to clients. You will build strong relationships, understand client needs, and offer strategies that align with their financial objectives. Key Responsibilities: Assess clients' financial situations, risk tolerance, and investment goals. Develop and implement customized investment strategies. Monitor market trends and provide timely advice on investment opportunities. Maintain ongoing communication with clients, providing updates and adjustments as needed. Prepare comprehensive reports and presentations for client portfolios. Ensure compliance with industry regulations and company policies. About you: You are a highly experienced wholesale wealth adviser with an existing book of clients. You will have a strong understanding of financial markets, investment products, and risk management, along with exceptional analytical and problem-solving skills. The ideal candidate will hold a bachelor's degree in Finance, Economics, or a related field, and/or relevant certifications are preferred. How to Apply: To learn more about the role, contact Vida Johnston, Head of Talent on 0407 246 791. To submit your application, please email your resume and cover letter to #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 01-03-2025
Category: Investing Investment Banking
Sydney,
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