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Investment Adviser

Job Title: Investment Adviser
Contract Type: Permanent
Location: Adelaide, South Australia
Industry:
Salary: AU$125000 - AU$150000.00 per annum
Reference: 205691_1612861053
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: February 09, 2021 19:57

Job Description

Responsibilities include but are not limited to:

  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies with a focus on investment advice
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards process improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies
  • Provide advice to a range of High Net Worth and Ultra High Net Worth clients
  • Network and build strong referral partnerships with 3rd parties

Successful candidate will have the following:

  • Proven experience as an Investment Adviser (minimum 3 years) with a focus on Wholesale advice and Funds Management
  • FASEA approved qualifications
  • Strong compliance record
  • Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
  • Self driven with a can-do attitude and ability to work at a fast pace
  • Experience delivering advice within investments space to High Net Worth and Ultra High Net Worth clients


To have a confidential conversation about this role or enquire more please contact Adrian O'Donnell on 0402 030 906 or email adrian.o'donnell@porterallen.com.au.

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