About the job Expression of Interest: Adviser Assistant / Wealth Management Associate
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This Leading Wealth Management firm is seeking a driven and motivated Adviser Assistant to join their growing business.
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This role is an excellent chance for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.
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The responsibilities of this role include:
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- Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
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- 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.
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- Market related tasks; providing accurate market information and stock research to clients, share trading and keeping up with market sensitive news
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- Proactively executing all day-to-day correspondence for clients and the advisers
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- Coordinate IPO allocations and applicable client documentation
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- Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc)
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- Assisting with clients annual & quarterly reviews
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To be considered for this role you will:
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- A degree qualification in Finance, Business, Economics or related is desirable
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- Previous wealth management, financial planning, operations experience is desirable
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📌 Expression of Interest: Adviser Assistant / Wealth Management Associate (New South Wales)
🏢 Waratah Recruitment Partners
📍 New South Wales
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