Reference: CPT000581-CB-1

A top-tier wealth management firm is looking for a bright, energetic investment whiz to join their team and help their Wealth Managers.Duties & ResponsibilitiesMinimum Requirements:
1. Suitable Degree
2. FAIS compliant
3. Experience with Bloomberg and Iress
4. Analytically minded
5. At least 3 years' experience in an investment firm dealing with high-net-worth clients

Duties and Responsibilities:

• Deal with complex financial modeling and scenario analysis
• Comprehensive wealth and investment management support
• Preparation of detailed reports, proposals, and presentations
• Attendance at client meetings with Wealth Managers
• Build relationships with clients and retain clients
• General administrative duties and support to the rest of the team
• Provide in-depth investment research and analysis

PLEASE NOTE: Thank you for your interest in this position, we will review and be in touch if you are suitable.

Due to the amount of applications we receive for each position, we are unable to respond to each one individually. Please accept your application as unsuccessful if you had no feedback within 7 days of applying. Your CV will remain on our database and we will be in touch for other suitable positions.

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