Customer Retention Consultant - Wealth Management

Job Title: Customer Retention Consultant - Wealth Management
Contract Type: Permanent
Location: Australia - NSW
Reference: 747848
Job Published: July 30, 2018 16:15

Job Description

Rubicor Professional are looking for recent graduates with a strong academic background and a keen interest in the Financial Markets to join one of Sydney's major Investment Advisers. You will be supporting Investment Advisers in the areas of Portfolio Management and Stockbroking, with the view to becoming an Investment Advisor and managing your own portfolio of clients.

You responsibilities will include:
  • Providing general financial advice to clients in regards to the various wealth products
  • Liaising with client and dealing with requests  
  • Providing information and support to Advisors 
  • Monitoring and analysing of stock on the markets 
  • Maintenance of financial models
  • Preparing presentations and producing research notes, spreadsheets and reports
  • General administration and client database maintenance.
The successful candidate will have:
  • Exceptional verbal and written communication skills
  • Strong academic results in Finance/Commerce/Economics degree
  • Strong numerical and analytical skills
  • Keen interest in the Economy and the Financial Markets
  • Ability to influence clients investment choice based on your knowledge.
  • RG146 qualification (or a willingness to undertake)
  • Sales and/or retention experience
  • Experience or understanding of superannuation / wealth 
If you are interested in hearing more about this role, please send your CV in word format and I will be in touch as soon as possible.