Desk / Dealers / Adviser Assistant / Associate Adviser

at  Robert Walters – New Zealand

Sydney, New South Wales, Australia - 00000

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate27 Dec, 2020Not Specified27 Sep, 20202 year(s) or aboveInvestments,Rollovers,Management ProfessionalNoNo
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Description:

This top tier Wealth Management firm is looking for an an experienced, capable and passionate wealth management professional to join a team of top performing Wealth Advisers in Sydney CBD.

KEY REQUIREMENTS:

  • Experience in a similar role (2 years minimum) at a wealth management firm
  • Knowledge of Super and Investments, rollovers etc
  • attention to detail
  • excellent organisational skills
    Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Warren Corston on +61 2 8289 3159 for a confidential discussion.
    Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Warren Corston on +61 2 8289 3159 for a confidential discussion.
    This top tier Wealth Management firm is looking for an an experienced, capable and passionate wealth management professional to join a team of top performing Wealth Advisers in Sydney CBD

Responsibilities:

  • Responsible for account openings
  • Booking and executing trades (ASX and Intl)
  • Confirm and follow up on Asset transfers, rollovers and cash receipts.
  • Confirm implementation of SOA recommendations
  • Maintain documents in Xplan
  • Manage Review Cycle meetings for each adviser
  • implementation SOA recommendations
  • Place trades and confirm settlements
  • Action basic client requests
  • Arrange and schedule client meetings


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Administration

Graduate

Proficient

1

Sydney NSW, Australia