Woods & Co Recruitment have partnered with a prestigious and renowned wealth management firm located in the CBD. They are seeking an exceptional Associate Adviser to join their team. As a Associate Adviser, you will play a pivotal role in liaising between clients, advisors and the middle office Team.
What’s in it for you?
- Convenient CBD office locations
- Full-time hours, Monday - Friday
- Supportive team culture and environment
- Reward and recognition for high performance
- Opportunities for continuous professional development.
- Inclusion in a dynamic team within a supportive and collaborative work environment.
What do you do?
- Execute trades with precision and efficiency on behalf of clients and the firm.
- Monitor and analyse market trends, providing timely insights and recommendations.
- Collaborate seamlessly with various departments to ensure operational coherence.
- Stay abreast of regulatory changes and uphold strict compliance standards.
- Placing Buy/Sell execution only orders in the market as requested by clients or advisors, reporting trades as instructed.
- Assist in preparing and sending research notes, client reports, portfolio reviews and presentations.
- Ad hoc duties as requested by Adviser.
What do you need?
- Bachelor's degree in Finance, Economics, or a related field.
- Proven track record in a similar role within the financial services industry.
- In-depth knowledge of financial markets, investment products, and trading strategies.
- Exceptional communication and interpersonal skills.
- Ability to thrive in a dynamic and fast-paced environment.
If you're as passionate about this position as we are then please don't delay and apply now. We are interviewing immediately.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. For a confidential discussion, please call Xavier Carew on 0439 565 880.NB: You will only be contacted if you are shortlisted.