Financial Investment Adviser at FINMAR ASSET MANAGEMENT. This position involves providing expert financial advice to a range of clients, focusing on wholesale and sophisticated investors. The role is based in Mandurah, Western Australia, within a boutique financial services firm.
Key facts
- Location: Silver Sands, Mandurah Area
- Engagement: Permanent, full time
- Team: Not specified
What you'll do
- Provide tailored financial investment advice to clients.
- Manage and develop client relationships to ensure satisfaction and retention.
Requirements
- A minimum of 5 years of experience in financial advisory roles.
- Relevant qualifications in finance or a related field.
- Strong understanding of investment strategies and financial markets.
Nice to have
- Experience working with sophisticated and wholesale clients.
Skills & tools
- Proficiency in financial analysis software and tools.
- Strong communication and interpersonal skills.
Practical notes
- Salary is set at $160,000 annually, plus superannuation.