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.
Solid 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.
Robust communication and interpersonal skills.
Practical notes
Salary is set at $160,000 annually, plus superannuation.