31 Aug
|
JamesValé Recruitment
|
Silver Sands
31 Aug
JamesValé Recruitment
Silver Sands
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 market-competitive salary package.Key factsLocation: Silver Sands, Mandurah AreaEngagement: Permanent, full-timeTeam: Finmar Asset Management Pty LtdWhat you'll doProvide 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.RequirementsA 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 haveExperience with wealth management strategies.Familiarity with regulatory compliance in the financial services sector.Skills & toolsProficiency in financial analysis and investment strategies.Strong communication and interpersonal skills to effectively engage with clients.Practical notesThe 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 (Silver Sands)
🏢 JamesValé Recruitment
📍 Silver Sands