Financial Investment Adviser

Holding Ventures

Join our team at Holding Ventures, an Australian company, as a Financial Investment Adviser. We are looking for a professional individual who can provide expert financial advice.

Responsibilities

• Conduct financial analysis and research
• Develop financial plans and strategies
• Provide investment advice
• Monitor financial performance
• Stay up-to-date on market trends

Qualifications

• Bachelor's degree in Finance or related field
• Certification in financial planning
• Strong analytical skills
• Excellent communication skills

Benefits

Competitive salary

Health insurance

Paid time off

Professional development opportunities

401(k) retirement plan

Task & Responsibilities

Relationship Management: Build and maintain strong relationships to understand financial objectives, risk tolerance, and investment preferences. Provide financial advice and tailored investment solutions.

Investment Analysis: Conduct in-depth research and analysis of financial markets, investment products, and economic trends to identify opportunities and risks. Utilize a data-driven approach and analytical tools to make informed investment recommendations.

Portfolio Construction: Develop well-balanced and diversified investment portfolios based on company goals and risk profiles. Optimize asset allocation strategies and continuously monitor and adjust portfolios as market conditions change.

Financial Planning: Assist  the company in developing comprehensive financial plans that encompass retirement planning, tax optimization, estate planning, and other relevant aspects to ensure long-term financial security.

Risk Management: Implement risk management strategies to safeguard companies investments from potential downturns and market volatility. Regularly review and adjust risk management approaches as needed.

Education: Educate directors about various investment options, financial products, and the rationale behind investment decisions. Empower directors to make well-informed financial choices aligned with their goals.

Market Insights: Stay up-to-date with financial news, industry trends, and regulatory changes that may impact companies investments. Share valuable insights with directors to help them navigate market fluctuations.

Compliance and Regulations: Ensure adherence to all relevant regulatory requirements and compliance standards in the financial services industry.

Qualification & Experience

Bachelor's degree in Finance, Economics, Business, or related fields. Professional certifications such as CFA, CFP, or similar designations are highly preferred.

Proven experience as a Financial Investment Adviser, Wealth Manager, or similar role in the financial services sector. Experience in an emerging investment firm or start-up environment will be advantageous.

Strong knowledge of investment products, financial markets, asset classes, and financial planning strategies.

Excellent interpersonal and communication skills, with the ability to build trust with clients and effectively convey complex financial concepts in a clear and understandable manner.

About Company

Holding Ventures, a dynamic and forward-thinking emerging investment firm, is seeking an experienced and results-driven Financial Investment Adviser to join our growing team. If you have a passion for helping clients achieve their financial goals, a deep understanding of investment strategies, and a commitment to excellence, this is a fantastic opportunity to play a pivotal role in shaping the firm's success and driving our clients' prosperity in this exciting industry.

Salary: $70000-84000

Job Publish: 20-03-2024

Job Expire: 19-04-2024