Wealth Management

We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses.

The roles will include the following responsibilities:

• Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
• Work with the Advisor to maintain client portfolios on a regular basis. This includes Providing timely advice to clients, Reassessing clients financial objectives, Revising clients investment strategies inline with their financial objectives.
• Market related tasks; providing accurate market information and stock research to clients, share trading and keeping up with market sensitive news
• Proactively executing administrative tasks for clients and the Advisers
• Assisting with clients annual and quarterly reviews and new client pitch presentations
• Liaise with the Operations team to coordinate cash and stock transfers, settlements, corporate actions, and international trading execution.

To be considered for this role you will:

• RG146 compliant is desirable

• Have a University Degree in Business / Commerce / other finance related

• Highly motivated and self-directed :

• Strong relationship management skills and ability to build internal and external stakeholder networks

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** Superior People Recruitment are a leading Brisbane Employment Agency.