We are looking for a Graduate to begin their training as a Financial Advisor.
Your situation would be:
* You have completed a Bachelor's degree in Business, Commerce, Economics or a similar discipline with a major in Finance.
* You're detail oriented, eager to learn and ready to take on new challenges
* You are excited to gain exposure to a diverse range of clients and industries
You will be working closely with the Senior Advisors in the office and your key responsibilities will involve ~
* Being another point of contact for clients
* Preparation of portfolio reviews for client meetings
* Attending client meetings
* Executing investment trades
* Assisting in the development of client strategies
* General correspondence and workflow management
You will gain immediate exposure to the client relationship, attend client meetings with the goal of forming your own client list. This is a practical hands on role from the start where you will gain on the job experience.