E&P Financial Group
2 interested7 jobs

Associate - Private Wealth Management

GraduateJuniorFull-timeHybridCanberra ACT, AustraliaPosted 21 hours agoVerified 9 hours ago
Pending fitX of Y criteria met

About the job

As an Associate in the Private Wealth Management team, you will support experienced Advisers and gain valuable experience in the financial services industry. This job is all about providing exceptional service to private wealth clients while developing your skills in a supportive environment. The team values collaboration and encourages everyone to be their authentic selves, making it a great place to grow your career.

You'll be responsible for

🛠️

Providing technical support

Delivering technical and administrative support to Advisers to ensure smooth operations.
📈

Placing market orders

Executing buy/sell orders on the market as requested by clients to manage their investments.
📄

Preparing advice documents

Creating formal advice documents such as Statements of Advice to assist clients effectively.

Key criteria

🎓

Relevant Bachelor's degree

Possession of a degree related to financial services.

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💼

Experience in financial services

Demonstrated experience in financial services or markets.

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✍️

Strong communication skills

Proven written and verbal communication abilities.

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View more

Meet the team

About the company

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5 criteria for this job
Relevant Bachelor's degree
Possession of a degree related to financial services.

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Experience in financial services
Demonstrated experience in financial services or markets.

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Strong communication skills
Proven written and verbal communication abilities.

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Attention to detail
Experience ensuring accuracy in documentation and analysis.

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Technology confidence
Proven ability to learn and use new systems effectively.

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