Senior Investment Advisor
The core purpose of the role is to deliver high-quality Investment Advice to large complex clients.
Overview of the role
Working as part of a team with a long established business in Australia you will take responsibility for managing your clients and those relationships
Working closely with other advisors and internal support teams to ensure clients investment advisory needs are met across all product types
Initiate, develop and maintain relationships with a range of clients and prospect clients including establishing new relationships
Developing and maintaining a very strong knowledge of all investment products and services and matching these with the needs of clients
Desirable skills
Robust knowledge of investments and investment products, with experience specifically in Private Wealth Management, Financial Advice and related
Bachelor's degree (AQF7 level), CFA, CAIA
Will suit someone with self-drive and a very well organised person
Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment
Relevant experience and relationships across the Financial Advice, Planning or Superannuation
Excellent verbal and written communication skills and an ability to communicate at all levels including, professional presentation to clients.
Please apply to this advert if you are interested. This is a Melbourne based role and requires limited travel.