Senior Financial Investment Adviser Mandurah (Silver Sands)

Senior Financial Investment Adviser Mandurah (Silver Sands)

08 Aug
|
JamesValé Recruitment
|
Silver Sands

08 Aug

JamesValé Recruitment

Silver Sands

Elevate your career as a Senior Financial Investment Adviser at JamesValé Recruitment in Mandurah, WA. This full-time role focuses on delivering expert financial guidance to high-net-worth clients.In this permanent position with Finmar Asset Management Pty Ltd, you will leverage your experience to foster strong client relationships and provide tailored investment advice. With at least five years in financial advisory or investment management, you will ensure clients meet their financial goals through skilled portfolio management and analysis.Key Responsibilities:Provide tailored investment advice to high-net-worth clientsManage and oversee client investment portfolios effectivelyDevelop and maintain robust client relationshipsEnsure client financial goals are consistently metAnalyze financial data to create customized strategiesRequirements:Minimum 5 years of experience in financial advisoryRelevant degree in finance, economics, or related fieldPreferred: Australian Financial Services LicenceStrong communication and interpersonal skillsProficient in financial analysis and investment strategiesDrive your advisory career forward while helping clients navigate their financial futures.#J-18808-Ljbffr

📌 Senior Financial Investment Adviser Mandurah (Silver Sands)
🏢 JamesValé Recruitment
📍 Silver Sands

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