Company

Valor Private WealthSee more

addressAddressBondi Junction, NSW
CategoryAccounting & Finance

Job description

Who do you want to work for?           

            Do you want to get up in the morning knowing that you are materially improving people’s lives?           

            Do you want to get up in the morning knowing that you are part of a team that is working toward the best outcome for their clients?

            Do you want to get up in the morning knowing that the office has the best coffee machine and fresh coffee beans available?

Do you want to work for a progressive, next generation private wealth firm?

     We are not your typical advice firm.

     We have our own currency licence.

     We directly invest globally.

     We directly invest in bonds.

     We look to invest in the worlds best companies and opportunities.

     We advise on complex estate planning strategies for high net worth clients.

     We are very selective of our clients and thus have a wonderful client base.

     We have a fantastic track record of helping clients.

     We genuinely want to look after our clients and put them in a better position. 

If you are looking for a challenge and want to a join a growing firm with a compelling offering, we are the firm for you.

We are looking for someone with a long-term focus to join our firm.

The role is full time and requires full time office attendance. We still have a number of clients who wish to meet in person and have on average one meeting a day in the office. The head adviser comes into the office everyday there are face to face client meetings (almost every day as we are growing quickly) and needs assistance in managing these face to face meetings. 

If you are looking for a work from home role, unfortunately this is not the role for you.

Please note, we are not an appropriate firm for the following candidate:

            If you have an overinflated self-worth. (Ego is the enemy.)

            If you are excessively ambitious at the expense of the firm or clients.

           Your moral compass points in the wrong direction.

Requirements:

2 years experience as a Financial Planning Assistant.

To apply, please submit your CV and cover letter addressing these requirements to **********@valorprivatewealth.com

Refer code: 2256992. Valor Private Wealth - The previous day - 2024-05-23 13:50

Valor Private Wealth

Bondi Junction, NSW
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