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.

Key facts
Location: Silver Sands, Mandurah Area
Engagement: Permanent, full time
Team: Finmar Asset Management Pty Ltd

What you'll do
Provide tailored investment advice and portfolio management services to high-net-worth clients.
Develop and maintain solid 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