Join one of Australia's fastest growing Employee Owned financial services firm which promotes diversity and inclusivity.
06th September, 2021
CBD Location | Up to $160k package + equity opportunity
Work in a flexible, dynamic team environment
Opportunity to become an Equity Partner
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. They provide holistic financial advice and bespoke portfolio advice to HNW clients at their premier Sydney CBD office location. About the role You will be working with a team of innovative experts to provide tailor made, client-centric advice. This specialist investment role gives you the opportunity to meet clients to discuss markets and cross asset investments, and to be a part of the rapid business development of the firm. Additional key responsibilities include:
Presenting to key stakeholders on investment offerings
Overseeing associate and CSM execution of trading and rebalancing for clients
Developing an understanding of individual considerations for tax positions across client portfolios
Managing cash positions and implementing schedules for clients alongside associates
Working with award-winning platform providers, and
Assisting in building out the company’s investment offer, via research, portfolio construction, and asset allocation.
Skills & experience
Undergraduate degree in Commerce or related field
Experience in providing private client investment advice, or asset consulting
Post-graduate education in finance (preferred)
An ability to present to new and existing clients on holistic investment solutions
Knowledge of financial advice process, or prior experience would be beneficial.
Vibrant team, with a collaborative and entrepreneurial spirit
Dynamic working environment that prioritises community and inclusivity
Remuneration will be made up of a combination of fixed salary and the opportunity to participate in their employee share scheme
Immediate exposure to a broad range of financial concepts 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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