Associate Adviser recruitment
As an Associate, the right candidate would be working with a team of 3 Advisers and be responsible for:
- Administrative duties associated with managing a private wealth client base
- Coordination of adviser activities and work flows
- Communication with service providers internal external
- Portfolio reviews and maintenance
- Client communication
This role would suit someone who has experience in domestic and international markets and has a broad understanding of market components. Excellent organisational skills will be paramount and a hands-on approach to work will be essential. The position will be working within a small team and therefore requires someone who is resourceful and proactive. It would be expected that the successful candidate would be provided suitable training and development to support them in transitioning from Associate Adviser to Adviser in 2-3 years.
If you meet the above criteria and who would enjoy being part of the Evans and Partners Sydney Office team, please forward your application via email to careers@evansandpartners.com.au