Financial Investment Adviser | Mandurah, WA
Core
Senior advisory role focused on investment advice, portfolio construction, and wealth management for wholesale and sophisticated clients.
Role type
Senior Financial Investment Adviser
Builds
Investment strategies and portfolio recommendations for high-net-worth individuals, family offices, and business owners
Domain
Australian financial services / Wealth management
Deliverable
client delivery
Required skills
Investment strategy design, portfolio construction, asset allocation, risk management, financial analysis, regulatory compliance, client relationship management, business development
Preferred skills
Experience with global and offshore investments, complex client portfolio management
Technologies
Cloud-based operating and reporting environment
Responsibilities
Assess client financial circumstances and investment objectives; develop and review investment strategies; advise on investment products and asset allocation; conduct financial analysis and market monitoring; prepare investment reports and strategic recommendations; maintain client records and ensure regulatory compliance; identify new business opportunities
Seniority
Senior, hands-on IC