Investment Advice Associate

at  Robert Walters

Our client, a leading wealth manager, is seeking an Investment Advice Associate to join their dynamic team in Canberra, ACT. The successful candidate will work closely with a team of high calibre Financial Advisers to provide bespoke investment & wealth advice to high net worth clients. The ideal candidate will have 1 - 4 years of experience in a support function within the wealth management industry and ambitions to develop into a financial advisor role.

WHAT YOU BRING:

• Experience in a client service, administration or associate role within Wealth Management/Financial Planning industry
• Proficiency in using MS Office, Excel and Word
• Strong interpersonal skills with demonstrated client service ethic
• Excellent verbal and written communication skills
• Ability to plan and prioritise tasks to meet deadlines in a fast-paced environment
• Proactive approach with ability to work autonomously
• Bachelor Degree or Relevant Industry Accreditation is desirable
  Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
  To apply please click apply or call Luke Byrne on 02 8289 3132 for a confidential discussion.
  Our client, a leading wealth manager, is seeking an Investment Advice Associate to join their dynamic team in Canberra, ACT. The successful candidate will work closely with a team of high calibre Financial Advisers to provide bespoke investment & wealth advice to high net worth clients ..

• Provide high-level client service through administrative, financial reporting and workflow support
• Assist the team with the implementation of advice strategies
• Ensure efficient and effective handling of workflow to best practice quality standards
• Work closely with experienced advisers in providing tailored wealth advice and investment strategies
• Demonstrate proactive approach and attention to detail in a fast-paced investment environment
• Meet firm deadlines while maintaining high-quality work