Advisor / Investment Assistant

A unique opportunity has been presented to work with one of Melbourne’s busiest and most proactive wealth management teams as an Advisor / Investment Assistant.  Do you enjoy working with ultra-high net worth clients, developing your relationship / market skills and knowledge from wealth management professionals, have an established / transferrable skill base to make a difference and stand out?

Our tier one client is looking to partner with a wealth management professional who has experience in either back-office wealth management operations or are currently an Advisor / Investment Assistant who are looking for a new opportunity, to partner with a team who are known for their positive industry reputation and client delivery. 

They are open to meet with and support professionals who are looking to calve a career as an Advisor / Investment Assistant or with professionals who are looking to move into an associate advisor opportunity in the years to come.
  
Key Responsibilities:

• Swift and timely responding to all client queries.
• Build professional relationships with all stakeholders.
• Accurate execution of adviser and client requests.
• Administrative duties including trade settlements, account opening, reconciliations, ensuring all client records are compliant, maintain the CRM.
• Reporting on outstanding settlements and manage account debtor and credit balances.
• Provide effective and timely management of settlement obligations including funds and/or securities due, margin calls, stock transfers, cash transfers; corporate action management; facilitation of order execution; IPO and Placement coordination.
• Team liaison with other advisors and internal departments.
• Assisting with client functions and meetings.
• Liaison point for external platforms.
• Other tasks / projects as directed

  
To be successful in the role you will possess:

• Tertiary qualifications, preferably in Finance, Commerce or Business.
• Experience working in a team and autonomously.
• RG146 accredited preferred but not a must have.
• Minimum of 2 years’ experience in Wealth Management preferred.
• Ability to develop strong relationships with Ultra high-net-worth individuals.
• High level of planning and organisational skills.
• Strong attention to detail.
• Professional written and verbal communication skills.
• Have worked in a fast-paced environment.
• Intermediate to advanced Microsoft Office, Excel, Outlook.

This is a high performing team who are looking for a high performing professional to join them.  Opportunities to structure a career with this type of company and wealth management team do not present themselves that often.
If you are keen to explore this further and have the skills and experience to impress, please apply below or contact me directly for a confidential conversation – Luke Cuni, 0413 839 ***, *****@gowrecruitment.com