Junior Investment Adviser (Client Connect Team), Advice, Wealth Management - Sydney

• Join the Macquarie Wealth Management Advice team
• Focus on Investments
• Shelley Street

About the role

We are seeking a client focused, self motivated Phone Based Junior Investment Adviser to join our Client Connect Team within Macquarie Wealth Management.

Supported by access to leading client and market intelligence tools, you will engage new and existing clients in order to discuss their financial situation.

Overall day to day responsibilities include:

• identifying client needs via in-depth discussion in order to meet those needs or refer the client to an appropriate specialist
• effectively educating prospects about the capabilities of Macquarie after a full discovery conversation
• provisioning of General advice to clients for Wealth Management
• proactively approaching to the provision of advice for clients, ensuring that the interests of the client are at the centre of all conversations
• operating within the Macquarie risk management framework
• achieving or exceed client satisfaction measures
• meeting phone call targets and activity levels

About you

To be successful in this position you will be able to demonstrate:

• RG 146 compliant/ maintenance of diverse and relevant CPD hours
• experience providing advice in investments
• experience managing client relationships
• strong compliance record
• previous experience operating adviser software (xplan preferred)
• previous success in a team environment
• have a positive and up-beat attitude to all tasks required

This is a great opportunity for a career driven Junior Private Client or Investment Adviser to join a growing business with strong career prospects and collaborative team environment. If this position is of interest then please apply via link below or to make a confidential inquiry about the position, please email Blair.Henderson@macquarie.com

About us

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team.

Macquarie Wealth Management provides superannuation and insurance products, as well as stockbroking, financial advice, private banking, cash management and WRAP platform services. We deliver products and services through institutional relationships, virtual adviser networks and dedicated direct relationships with our clients.

Advertised: 01 Mar 2017 AUS Eastern Daylight Time
Applications close: