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Uhnw wealth advisory associate – victoria

Melbourne
Profusion Group
Posted: 13 December
Offer description

A leading wealth management firm is seeking an Associate Adviser in Victoria to support Investment Advisers and ensure compliance for Ultra-High-Net-Worth portfolios. Key responsibilities include managing reports and executing trades. The ideal candidate has a degree in Finance, RG146 accreditation, and at least 2 years of relevant experience. This role provides opportunities for professional development in a collaborative team environment.
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