Vivere Recruitment Group is seeking a proactive qualified to support Senior Financial Advisers in Sydney. You will help implement client strategies and contribute to portfolio recommendations while maintaining client relationships.
Responsibilities include producing tailored correspondence, preparing meeting documentation, and ensuring compliance with regulatory requirements. The role emphasizes strong communication and knowledge of financial planning practices.
#J-18808-Ljbffr
📌 HNW Client Advisory Associate (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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.