AddressJoining E&P as an Associate in our Private Wealth Management team in Melbourne, you will work across a number of our teams providing support to the Advisers. This is a great opportunity to work and gain a broad depth of experience in your first role in the industry.
Your role will have a strong administration focus where you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time. 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.
- Manage funds product orders.
- 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.
About You
Key to your success in the role will be:
- A relevant Bachelors’ degree (Commerce or similar)
- A strong interest in and/or prior experience in financial services and financial markets
- Excellent verbal and written communications skills
- Strong attention to detail
- A willingness to learn
- Your self-driven approach
- Technologically savviness.
For a confidential conversation or to submit an application please contact Steph at *******@eandp.com.au quoting “Associate – PWM Melbourne” in the subject line.
