Overview
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group provides clients with comprehensive products and services worldwide. We are expanding globally and seeking talented individuals to support our strategic goals and initiatives.
About the Role
We are currently seeking a motivated and qualified Financial Investment Advisor to join our growing team in Sydney. This role is ideal for an experienced financial professional who thrives in a energetic, client-centric environment and is passionate about helping clients achieve their investment goals through tailored financial advice.
Responsibilities
- Provide compliant, high-quality financial advice to retail and wholesale clients across a range of investment products (e.g. equities, funds, ETFs, derivatives).
- Conduct client discovery meetings to assess financial objectives, risk tolerance, and investment preferences.
- Prepare and present Statements of Advice and tailored investment proposals.
- Build and manage long-term client relationships through regular portfolio reviews and performance reporting.
- Monitor market trends and regulatory changes to ensure best-practice advice and strategy.
- Collaborate closely with internal departments including compliance, trading, and product development.
- Ensure adherence to ASIC regulations and internal compliance frameworks at all times.
Qualifications
- Bachelor’s degree or higher in Finance, Economics, Insurance or a closely related discipline
- At least 3 years’ experience advising retail and/or wholesale clients on multi-asset portfolios
- ASIC RG 146 accreditation (General and Personal Advice) with demonstrated application in practice
- Strong understanding of international financial markets, investment products, and portfolio management principles.
- Proven ability to build client relationships and maintain high ethical standards.
- Excellent communication and interpersonal skills.
- Mandarin or other Asian language skills highly regarded but not essential.
- Experience with international client base is a plus.
What we offer
- Competitive base salary plus performance-based incentives.
- Access to a broad suite of global financial products and institutional-grade platforms.
- Supportive compliance and back-office team.
- Hybrid working environment (remote + Chatswood office).
- Career development opportunities within a rapidly expanding global financial group.
- Multicultural team and inclusive work culture.
Life at DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you\'ll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Apply now and be part of our success story!
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance
#J-18808-Ljbffr