Private Wealth Manager, Investments
Private Wealth Manager, Investments
Commonwealth Private
Melbourne CBD
CAN YOU changethe way a company does business?
DO YOU want to work in a growing and successful business that has authentic and visionary leaders?
Who are we?
Commonwealth Private provides outstanding personal service and trusted advice to sophisticated Investors. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.
You will:
A Private Wealth Manager, Investments is responsible for developing and managing relationships with high net worth individuals. Clients are to be provided with information and advice on a holistic range of Investment services, products and innovative solutions. This includes equities, margin lending, hybrids, listed investment vehicles, managed funds, equity derivatives and structured products.
You:
The successful candidate for this role will possess the following:
- Prior experience in an investment management role
- Proven achievement within a relationship management role.
- Sound understanding of Financial Markets' investment products and associated services Accounting and regulatory knowledge
- Sound knowledge of equities markets
- Good understanding of taxation and superannuation implications for high net worth individuals
- Lending experience, so as to maximise opportunities but retain a good quality portfolio
It is desirable that you are tertiary qualified in a business related discipline and ideally be a Certified Financial Planner (CFP). It is mandatory that you are RG146 accredited.
To be considered for this position please apply online today.
Advertised:
6 Nov 2013 Aus. Eastern Standard Time
Leave a Reply
You must be logged in to post a comment.