Investment Advice Associate Opportunity
A leading finance solutions firm in Perth is seeking an experienced associate to join their portfolio management division. This full-time role offers a pathway to becoming an investment advisor.
About the Role
This role involves client contact, administrative duties, and preparing analyses for client meetings. If you have a degree in commerce and 2+ years of experience in the financial sector, this could be the perfect opportunity for you.
* Contact with clients and customers
* Administrative tasks such as data entry and document preparation
Requirements:
* Bachelor's degree in Commerce or related field
* At least 2 years of experience working in the financial sector