EMPOWERING CAREER Full-spectrum role. First-Class Investments Co. Top Mentors. Bright future. $60,000-$80,000+Bonus. MELBOURNE.

THE COMPANY
Impressive+ Prominent Australian financial services company with 80+ years success record providing finance and investment products/services.
Quick-evolving+ innovative+ progressive. Close-knit team. Excellent people.

YOUR ROLE

As part of the winning Investments team, being mentored by the senior investment manager, you will love INTERACTING+HELPING high net worth investors maximize returns on their income and property investments.

You will enjoy the VARIETY of communicating with new/existing investor clients+ advising on suitable investment products, sourcing new investors, up-selling/cross-selling related financial products, preparing investment proposals for investors, sending investor statements, maintaining investor records+ other administrative/adhoc tasks.

WHAT’S IN IT FOR YOU?
Be part of a high profile A+ fin services company ON THE MOVE with an exciting future;




Top Mentorship/Training (from some the industry’s top professionals)+ Cutting Edge Technology;
Lots of room to GROW and LEARN;
Extra $$-GENEROUS BONUSES ON TOP of salary;
Refreshing down-to-earth+ open+ non-hierarchical+ vibrant culture.

WHO YOU ARE

We are interested in hearing from you if you:
Are degree qualified in finance/accounting/commerce or similar (or finishing) + RG146 accredited (or willing to study);
have 6 months-5 years’ experience in the financial services industry including specific exposure to managed investment funds (essential);
have experience dealing with investors;
are a PEOPLE PERSON+ emotionally intelligent+ highly qualified;
have 1st CLASS communication+ relationship building+ customer-service skills;
are passionate about investments/wealth, want to specialize in this area + able/willing to commit long-term to your next role;
are professionally polished in your presentation.

REFERENCE:MARIA YUN ()

📌 Investor Relations Executive 6 Mon Years Melbourne
🏢 AFL Recruitment
📍 Melbourne