“Associate – Private Wealth Manager Canberra”

We are seeking a highly-motivated and enthusiastic Associate, with a strong interest in financial markets, to join our Private Wealth Management team. Working alongside experienced and well-respected Advisers in one of the top Adviser teams in Canberra, you will assist the team to provide high levels of service associated with managing a Private Wealth client base.
A typical day may include:
Provide technical and administration support to Advisers
Place buy/sell orders on the market as requested by clients
Provide analysis and on-going monitoring of investments
Preparation of formal advice documents (ie Statements of Advice)
Assist with client meetings and respond to client request
Training and mentoring of new team members
Ideally you will have a strong interest in and/or prior experience in financial services and financial markets. A relevant Bachelors’ degree will be highly regarded.
For a confidential conversation or to submit an application please contact Skye at *******@eandp.com.au quoting “Associate – PWM Canberra” in the subject line.