Financial Investment Adviser
Vor 2 Tagen
Eurus Capital Pty Ltd is a financial holding group based in Australia. Our operations span across Australia, with aspirations to expand into Asia. We are involved in direct and indirect equity investments, including those in the social infrastructure sector, fund management, asset financing, banking, and cross-border commodity trading. Our team of experts specializes in providing personalized investment solutions, leveraging market insights, and fostering long-term client relationships.
Job Summary We are seeking a dynamic and results-driven Financial Investment Adviser to join our team. The ideal candidate will have a strong understanding of investment strategies, excellent communication skills, and a passion for helping clients secure their financial future.
Key Responsibilities Client Consultation:Evaluate clients' financial positions and understand their investment goals, risk appetite, and timeframes.Lead discussions to present available financial and investment options.Conduct risk assessments, analyze market trends, and stay updated on financial conditions to provide informed guidance on investment decisions and risk management.Design and recommend personalized investment strategies to help clients achieve their financial objectives.Create comprehensive financial plans, covering wealth accumulation, retirement planning, and risk management.Continuously monitor investment performance and adjust strategies to accommodate changes in client needs or market conditions.Manage and track client investment portfolios.Make necessary asset adjustments and reallocations to respond to market changes or evolving client objectives.Market and Financial Analysis:Conduct thorough research on financial markets, products, and trends to offer well-informed advice.Evaluate market risks and opportunities to optimize portfolio returns.Regulatory Compliance:Ensure all advisory practices follow Australian financial regulations and industry standards.Maintain accurate records of advice provided, transactions, and compliance documentation.Prepare detailed reports on financial trends, portfolio performance, and investment outcomes.Regularly update clients on the progress made toward achieving their financial goals.Qualifications Bachelor's degree in Finance, Economics, or a related field (Master's or certifications like CFA/CFP are a plus).Proven experience as a Financial Adviser, Investment Consultant, or similar role.Strong knowledge of financial instruments, investment strategies, and market analysis.Excellent interpersonal and communication skills.Ability to explain complex financial concepts in simple terms.Regulatory qualifications/licenses (as required by local jurisdiction).What We Offer Competitive salary with performance-based incentives.Comprehensive benefits package, including health insurance and retirement plans.Continuous professional development opportunities.A collaborative and supportive work environment.Access to cutting-edge tools and resources.How to Apply If you are passionate about helping clients achieve financial success and want to be part of a forward-thinking team, we'd love to hear from you. Please submit your resume and a cover letter detailing your experience and motivation to ******. Your application will include the following questions:
How many years' experience do you have as an Investment Adviser?Do you have experience in a role which requires relationship management experience? #J-18808-Ljbffr
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