AddressAbout FIIG
FIIG Securities is an Australian based and owned pioneer in the fixed income market with over 25 years’ experience, billions under advice and 7,000 private clients.
With offices in Sydney, Melbourne, Brisbane and Perth, our team of 100 employees provide investors with access to our expertise and investment opportunities across the fixed income asset class, delivering consistent and reliable income and capital stability.
We put the client at the centre of everything we do. We’re in the business of creating secure and rewarding financial futures for our clients by providing them with direct access to and ownership of fixed income and easy management of cash deposits.
With growth in our Sydney office, we are now looking for a Junior Associate to support our larger team.
Job Overview
The Junior Associate will support a team of high performing individuals servicing new and existing private clients seeking private wealth investment and management solutions. The role also supports Client Acquisition which is a key strategic priority supported by providing an exceptional customer experience.
You will work in a professional and efficient manner supporting your team in delivering Private Wealth Management solutions to FIIG clients including all administrative and client relationship management support. You will be required to provide a high level of client service to a large Private Client customer base and resolve any client complaints in a prompt and professional manner.
The Junior Associate role is an entry level position into wealth management and requires the successful candidate to work in the office full-time.
Key Responsibilities
- Support the sales team to perform their roles including analysis of client data and records from within CRM
- Have a strong understanding of credit markets, global macro-economic outlook and the specific products made available by FIIG to its clients
- Proficiently utilise FIIG’s systems including updating and maintaining client relationship management software (CRM)
- Prepare direct bond portfolios, generate trade/relative value and portfolio construction suggestions using FIIG tools and in accordance with client needs
- Attend and contribute to regular sales and client meetings
- Look to build your own professional/personal networks by working with your team in realising new client acquisition opportunities
- Support processes between front and back office to ensure sales processes are adhered to in accordance with the National Sales Process
- Provide support as required to other client segments including Institutions, Middle market and Intermediary clients
Skills/Systems
- MS Office (excel, word, PowerPoint)
- Experience using a CRM system
- Data streams (Bloomberg)
Qualifications
- 1-2 years’ experience advantageous but not essential
- Degree in Finance or other relevant tertiary qualification
Behavioural Competencies
- Excellent verbal and written communication skills
- Planning, organising and able to meet deadlines
- Advanced problem solving with excellent attention to detail
- Ability to engage and interact with clients and key stakeholders
- Initiative, a can-do attitude and ability to prioritise workload
- Team player who enjoys interacting with colleagues and clients
