Financial Investment Adviser | Mandurah, WA at JamesValé Recruitment.
About the role Join a specialized Australian financial services firm in a senior advisory position, focusing on providing expert guidance to wholesale and sophisticated clients. This permanent full time role is based in Mandurah, Western Australia, offering a competitive salary package.
- Provide tailored investment advice and portfolio management services to high-net-worth clients.
- Develop and maintain strong client relationships to ensure their financial goals are met.
Requirements
- A minimum of 5 years of experience in financial advisory or investment management.
- Relevant qualifications, such as a degree in finance, economics,
or a related field.
- Holding an Australian Financial Services Licence is preferred.
Nice to have
- Experience with wealth management strategies.
- Familiarity with regulatory compliance in the financial services sector.
Skills & tools
- Proficiency in financial analysis and investment strategies.
- Strong communication and interpersonal skills to effectively engage with clients.
Practical notes
- The position offers a salary of $160,000 per year plus superannuation.
- Applicants must be eligible to work in Australia.
- Interested candidates should submit their applications before the specified deadline.
📌 Financial Investment Adviser | Mandurah, WA (Alberta)
🏢 JamesValé Recruitment
📍 Alberta
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.