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 robust 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 clients
Manage and oversee client investment portfolios effectively
Develop and maintain robust client relationships
Ensure client financial goals are consistently met
Analyze financial data to create customized strategies
Requirements:
Minimum 5 years of experience in financial advisory
Relevant degree in finance, economics, or related field
Preferred: Australian Financial Services Licence
Robust communication and interpersonal skills
Proficient in financial analysis and investment strategies
Drive your advisory career forward while helping clients navigate their financial futures.