Client:
Our client is a Global Bank. They are currently seeking a suitable applicant to join their team to cope with the bank’s expansion. The candidate is responsible for:
Responsibilities:
- Provide investment advice across a variety of financial products and services or choose to specialise in a few selected products and services.
- Essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.
- Meeting clients to understand their needs and demands
- Preparing financial plans with a mix of short and long term investments
- Providing periodic updates on the performance of investment portfolios.
Requirements:
- Bachelor’s Degree from an accredited college or university
- Minimum 5-7 years experience in investment management and/or Financial Advisor services with demonstrated ability to develop and manage plans and manage client relationships
- Financial planning/wealth management acumen, judgment and experience
- Excellent communication and listening skills
- ASX Market Experience and RG146 Certification
- A team player, with strong coaching and leadership skills