Associate - Advice Documentation & Strategy Development

This is an outstanding opportunity to join a dynamic team at a leading private wealth firm. Our firm has been operating for 22 years and is recognised as a leader in the delivery of holistic, impartial private wealth advice.

The role will be in a committed team of 6 looking after 120 executive, professional and high net worth clients.

Specifically you will be responsible for the following:

• development of quality advice documents
• creation of advice presentations
• assistance with formulation of appropriate financial strategies for clients 
• detailed financial modelling through XTOOLS+
• compilation of market reports and portfolio communications
• management of XPlan software
• portfolio management including data feeds and corporate actions

The role requires a motivated person who is an excellent communicator as you will collaborate closely with others to deliver exceptional client outcomes.

Whilst this role will suit a range of skill and experience levels, it is ideally suited to someone looking to accelerate their professional growth and future career prospects. This practical experience will be complemented by ongoing mentoring and training.

Please send your application to *******@visis.com.au if this sounds like a perfect opportunity.

 *No recruiters please*