Join one of Australia's fastest growing Employee Owned financial services firm which promotes diversity and inclusivity.
12th July, 2021
CBD Location | Up to $120k + super + equity opportunity
Work in an innovative, dynamic team environment
Service sophisticated, HNW clients with bespoke investment strategy
No requirement to have a client book
About the company Our client is a fast-growing, national advice firm that offers client-centric advice. They prioritise having a deep level of understanding of their clients’ needs and providing an exceptional workplace for their people. Their transparent and customisable investment strategy aims to provide consistent income in calm and fluctuating environments to their sophisticated HNW clients. About the role Our client is seeking a dynamic, intelligent candidate who is committed to being a part of a rapidly growing organisation long-term. You will be working with a collaborative team of portfolio managers and strategic advisers to provide investment strategies to HNW clients. Key responsibilities include:
Managing a bespoke equity income strategy on publicly listed equities, offered to HNW, wholesale clients
Building ongoing relationships with existing clients
Working closely with strategic financial advisers to present investment strategies to HNW clients
Being the focal point of ongoing client relationships and client communications.
Skills & experience
Undergraduate degree in Commerce or related field
Experience in the financial sector, including experience advising clients on direct share portfolios
Listed as a financial adviser on the ASIC register
Willingness to undertake further studies and examination per FASEA standards
Vibrant team of like-minded individuals, with a collaborative and entrepreneurial spirit
Dynamic working environment that prioritises community and inclusivity
Finalist for wellness initiative of the year
Remuneration will be made up of a combination of fixed salary, potential cash bonus and the opportunity to participate in their employee share scheme
Immediate exposure to a broad range of investment strategies and client relationships
Ongoing personal and professional development and education will be well-supported by the business.
How to apply If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on 0434 943 647 or apply via the attached email link.
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