Are you an experienced financial professional looking for an exciting opportunity to utilize your skills and expertise in a dynamic environment? Fundsec is seeking a highly motivated individual to join our team as an Investment adviser investment.
Responsibilities:
Responsibilities:
Talking to potential clients to determine their financial status and objectives, discussing financial options, and developing financial plans and investment strategies.
performing comprehensive due diligence on prospective investment opportunities.
Crafting and executing investment strategies aimed at achieving appealing target returns.
Overseeing client portfolios with a dedicated emphasis on capital preservation while fostering and enhancing both new and established relationships.
Collaborating with internal teams and external service providers to research, develop, and implement financial strategies, products, and services.
Staying up-to-date with industry trends and research markets to back up financial consulting.
complying with all industry rules and regulations.
Liaising with providers, solicitors, valuers, and other professionals.
Requirements:
At least a bachelor's degree or above.
Minimum of 5 years of skilled employment as an investment adviser, with experience in a similar role.
Extensive experience in managing a diverse range of investment products.
Strong understanding of financial markets, investment principles, and risk management.
Excellent customer service, communication, and organisational skills.
ability to effectively coordinate multiple tasks and adhere to deadlines.
Benefits:
competitive salary and performance-based bonuses.
Opportunities for career advancement and qualified development.
Collaborative work environment with a supportive team.
f you are passionate about finance and possess the skills and experience outlined above, we want to hear from you! Join Fundsec and take your career to the next level in the exciting world of mortgage investments.
To apply, please submit your resume and cover letter detailing your relevant experience and qualifications.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
Employee mentoring program
Schedule:
8 hour shift
Language:
English (required)
Work Authorisation:
Australia (preferred)
Work Location: In person