Prestigious wealth manager seeking an associate to join their high performing team. The primary purpose of the role to take ownership of the delivery of wealth management advice solutions to clients whilst supporting several private bankers.
Key responsibilities include:
Provision of technical advice and financial modelling to clients and bankers
Execution and working with other stakeholders to ensure timely delivery of client wealth matters, including wealth and estate plans, quarterly reviews and tailored advice arising from clients' individual circumstances
Assist in the prospecting and execution of new client initiatives
Maintain the standard and quality of client engagement on wealth matters
Maintain current industry and technical knowledge through involvement in internal technical and external strategy sessions
Enjoy and celebrate successes as a key member of our client engagement teams.
The successful candidate will posses:
The ability to work effectively in a team environment, demonstrate good initiative and prioritisation skills
A high level of numeracy and analytical skills couple with strong technical knowledge
Tertiary qualifications in a relevant discipline, such as commerce/finance/accounting
Previous experience in the financial advisory industry or Chartered Accountancy firms: ideally over 3 years experience and in the process of qualifying as a CA, CFP or completing a Masters in Finance
Fulfilment of legislative requirements for RG146.
For further information or a confidential career discussion please contact Stephanie Moeller on 82893123 or stephanie.moeller@robertwalters.com.au