OverviewSenior Investment AdvisorThe core purpose of the role is to deliver high-quality Investment Advice to large complex clients.ResponsibilitiesWorking as part of a team with a long established business in Australia you will take responsibility for managing your clients and those relationshipsWorking closely with other advisors and internal support teams to ensure clients investment advisory needs are met across all product typesInitiate, develop and maintain relationships with a range of clients and prospect clients including establishing new relationshipsDeveloping and maintaining a very strong knowledge of all investment products and services and matching these with the needs of clientsDesirable skillsStrong knowledge of investments and investment products, with experience specifically in Private Wealth Management, Financial Advice and relatedBachelor\'s degree (AQF7 level), CFA, CAIAWill suit someone with self-drive and a very well organised personExemplary interpersonal skills and an ability to work in, and contribute to, a team environmentRelevant experience and relationships across the Financial Advice, Planning or SuperannuationExcellent verbal and written communication skills and an ability to communicate at all levels including, professional presentation to clients.LocationThis is a Melbourne based role and requires limited travel.
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