Financial Services Specialist
1 month ago
Key Responsibilities:
As a Financial Services Specialist at iStaff Recruitment, you will be responsible for dealing with complex financial modeling and scenario analysis, providing comprehensive wealth and investment management support, and preparing detailed reports, proposals, and presentations.
Requirements:
- Suitable degree
- FAIS compliant
- Experience with Bloomberg and Iress
- Analytically minded
- At least 3 years experience in an investment firm dealing with high-net-worth clients
About the Role:
This is an exciting opportunity to join our team as a Wealth Management Professional, where you will work closely with Wealth Managers to build relationships with clients and retain clients. You will also be responsible for general administrative duties and support to the rest of the team, as well as providing in-depth investment research and analysis.
What We Offer:
We offer a dynamic and supportive work environment, where you will have the opportunity to develop your skills and expertise in wealth management and investment analysis. If you are a motivated and analytical individual with a passion for finance, we encourage you to apply for this role.
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