Investment Advisor

vor 4 Wochen


Sydney, Österreich Oceanic Consulting Group Vollzeit

Join a dynamic workplace with innovative leaders prepared to reward you for your efforts

24th May, 2024

OCG is working with an independent, boutique wealth advisory business who provide a tailored asset allocation strategy designed for their clients’ investment objectives, goals, and risk appetite; corporate advisory services, providing clients with access to capital as well as sales and corporate broking services. 

Our client offers a dynamic workplace with innovative leaders prepared to reward you for your efforts. They are experiencing significant business growth and are looking to continue this further.

They have highly experienced advisers on board but are looking for advisers who are happy to come onboard with their existing book of clients and be part of an energetic, innovative wealth management organisation offering a lucrative commission structure. They are looking for wholesale wealth advisers to look after their predominantly wholesale/family office type clients. The environment is entrepreneurial in style, and will suit self-motivated, hungry professionals who are ready to earn a bigger cut in their commission. 

We are looking for driven professionals with a strong client-centric style, who excel at relationship building, who have a passion for clients, investments and providing advice.

The successful applicant will be a highly valued team member who will have organisational support across admin/operations, compliance, IT etc. The role will enable the successful applicant(s) to service, support, grow and develop their current book of clients.

They are looking for a dynamic individual ready for their next challenge with:

  • Knowledge of financial services, investments in particular alternatives.
  • Experience as an investment adviser (provision of investment advice), with established book of clients.
24th May, 2024

OCG is working with an independent, boutique wealth advisory business who provide a tailored asset allocation strategy designed for their clients’ investment objectives, goals, and risk appetite; corporate advisory services, providing clients with access to capital as well as sales and corporate broking services. 

Our client offers a dynamic workplace with innovative leaders prepared to reward you for your efforts. They are experiencing significant business growth and are looking to continue this further.

They have highly experienced advisers on board but are looking for advisers who are happy to come onboard with their existing book of clients and be part of an energetic, innovative wealth management organisation offering a lucrative commission structure. They are looking for wholesale wealth advisers to look after their predominantly wholesale/family office type clients. The environment is entrepreneurial in style, and will suit self-motivated, hungry professionals who are ready to earn a bigger cut in their commission. 

We are looking for driven professionals with a strong client-centric style, who excel at relationship building, who have a passion for clients, investments and providing advice.

The successful applicant will be a highly valued team member who will have organisational support across admin/operations, compliance, IT etc. The role will enable the successful applicant(s) to service, support, grow and develop their current book of clients.

They are looking for a dynamic individual ready for their next challenge with:

  • Knowledge of financial services, investments in particular alternatives.
  • Experience as an investment adviser (provision of investment advice), with established book of clients.
  • RG-146 qualifications.
To ensure success, we are seeking detail-oriented professionals who have a passion providing advice. Individuals who are successful in creating long and lasting client and stakeholder relationships, and who can work both autonomously and collaboratively in a team environment.

Please APPLY NOW to submit your application.Apply For Job #J-18808-Ljbffr

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