独家内推 | 澳金融投资公司招聘【Associate Adviser】,DNC澳洲求职微信公众号文章

『内推向导』

志向于进入金融、投资、证券领域，拥有一定工作经验的你，是否想进入本土新兴金融公司一试身手。追求长远发展，寻求不断培训成长的你，一定适合今天的这个职位。

公司介绍

这是一家建立于2007年的澳洲本土新兴的金融投资公司，致力于向客户提供高质量股票交易、投资服务。为建立高效高水平投资团队，该公司也十分注重员工的个人能力提高，提供一系列on-the-job training和internal and external workshops。

职位

描述

Reporting directly to the Head of Private Wealth Management, duties will include, but not limited to:

• Administration associated with managing a private wealth client base

• Coordination of adviser activities and work flows

• Communication with service providers internal and external

• Portfolio reviews and maintenance

• Client liaison

• Support and educate advisers on new applications, procedures, systems and initiatives

• Preparing presentation materials

职位

要求

To be eligible you will have:

• Completed an undergraduate or postgraduate finance or finance-related degree

• Australian or New Zealand citizenship, or Australian permanent residency

Other desired qualities include:

• An energetic and enthusiastic attitude to exceed client and adviser expectations

• Confidence, reliability, honesty and flexibility

• Effective time management

• Ability to work under pressure and at a fast pace

• Innovative and technologically advanced

• Outstanding communication and interpersonal skills

• Proven work ethic

• An eye for detail

• A proactive, initiative based and preventative approach to the management of problems/issues

• An ambition to ultimately develop into a successful investment adviser

• Extensive experience using the Microsoft Office suite

• 2 – 3 years market experience