Financial Investment Advisor Job Description
We are seeking a highly motivated and qualified Financial Investment Advisor to join our team in Sydney.
This role is ideal for an experienced financial professional who thrives in a dynamic, client-centric environment.
Job Responsibilities:
* Provide High-Quality Financial Advice
o Offer expert advice to retail and wholesale clients across various investment products.
* Conduct Client Discovery Meetings
o Meet with clients to assess their financial objectives, risk tolerance, and investment preferences.
* Prepare and Present Statements of Advice
o Develop and present tailored investment proposals to clients.
* Build Long-Term Client Relationships
o Establish and maintain long-term relationships with clients through regular portfolio reviews and performance reporting.
* Stay Up-to-Date with Market Trends
o Monitor market trends and regulatory changes to ensure best-practice advice and strategy.
* Collaborate with Internal Departments
o Work closely with internal departments to ensure compliance and strategic alignment.
Requirements:
* Bachelor's Degree or Higher
o A degree in Finance, Economics, Insurance, or a related discipline is required.
* Experience and Qualifications
o At least 3 years' experience advising retail and/or wholesale clients on multi-asset portfolios is necessary.
o ASIC RG 146 accreditation with demonstrated application in practice is also required.
* Key Skills and Knowledge
o A strong understanding of international financial markets, investment products, and portfolio management principles is essential.
o Proven ability to build client relationships and maintain high ethical standards is also crucial.
What We Offer:
* Competitive Compensation Package
o A competitive base salary and performance-based incentives are offered.
* Access to Global Financial Products
o Access to a broad suite of global financial products and institutional-grade platforms is available.
* Supportive Team Environment
o A supportive compliance and back-office team is in place.
* Career Development Opportunities
o Career development opportunities within a rapidly expanding global financial group are available.