Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies.
Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets.
Recommending and arranging insurance cover for the company and related clients.
Advising on investment strategies, sources of funds and the distribution of earnings.
Setting financial objectives, and developing and implementing strategies for achieving the financial objectives.
May refer clients to other organisations to obtain services outlined in financial plans.
Conducting risk profiling/assessments of clients in order to determine investment strategies.
May provide advice on potential mergers and acquisitions (M&A;) to clients
Understanding clients’ immediate needs, long term objectives and level of comfort with risk.
Provide quality and trusted financial advice and Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients.
Ensuring accuracy and compliance of client files and advice documentation
May provide advice on taxation and estate planning.
May advise on financing solutions/plans where necessary.
Pay: $80,000.00 – $90,000.00 per year
Work Location: In person
📌 Financial Investment Adviser (Woolloongabba)
🏢 Centurion Capital
📍 Woolloongabba
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.