Financial Investment Adviser | Mandurah, WA

• Boutique Australian financial services business
  
• Senior full-time advisory role servicing wholesale and sophisticated clients
  
• Salary of $160,000 per annum plus superannuation
  

Key responsibilities will include:

• meeting with existing and prospective wholesale and sophisticated clients to assess their financial circumstances, investment objectives, risk tolerance and wealth-management needs;
  
• developing, implementing and reviewing investment strategies and portfolio recommendations;
  
• advising on investment products, managed funds, securities, superannuation, asset allocation and portfolio diversification;
  
• conducting financial analysis and investment research;
  
• monitoring financial markets, economic trends and portfolio performance;
  
• preparing investment reports, portfolio reviews and strategic recommendations;
  
• maintaining ongoing client relationships through regular reviews and reporting;
  
• liaising with accountants, legal practitioners, fund managers, brokers, platforms, custodians and other professional advisers;
  
• identifying suitable new business opportunities and supporting growth in the client base and funds under advice/management; and
  
• maintaining accurate client records and ensuring compliance with applicable financial services legislation, licensing obligations, AFSL requirements and professional standards.
  

• a Master of Business Administration or comparable postgraduate qualification in business, finance, commerce or a related field;
  
• at least 15 years’ senior-level experience as a Financial Investment Adviser, Investment Adviser, Wealth Manager or closely related occupation;
  
• demonstrated experience advising high-net-worth individuals, family offices, business owners, trusts and sophisticated investors;
  
• strong experience in investment advice, portfolio construction, asset allocation, risk management and wealth-management strategies;
  
• strong understanding of Australian financial services legislation, compliance obligations and professional standards;
  
• excellent analytical, communication, relationship-management and business-development skills;
  
• the ability to independently manage complex client relationships and provide high-level strategic financial advice;
  
• strong written and verbal communication skills; and
  
• a professional, client-focused and ethical approach.
  

Licensing Requirement

Applicants must not be banned or disqualified from providing financial services in Australia.

• salary of $160,000 per annum plus superannuation;
  
• senior advisory role within a boutique Australian financial services business;
  
• exposure to wholesale and sophisticated client relationships;
  
• direct involvement in investment advice, portfolio construction and portfolio reviews;
  
• global and offshore investment exposure;
  
• professional development and CPD support relevant to the role;
  
• modern cloud-based operating and reporting environment; and
  
• reasonable flexibility by agreement, subject to business and client requirements.
  

Applicants must have, or be able to obtain, appropriate work authorisation to be employed in Australia.

Only suitably qualified applicants will be contacted.