A rare and exciting opportunity has arisen in a Financial Investment Adviser role to join our fast paced environment and results-driven team.
Duties and responsibilities will be included but not be limited to:
? Advising the investment strategies, distribution of earnings and sources of funds;
? Participating in setting financial goals, and developing and implementing strategies for achieving these goals;
? Participating in preparing financial plans with a mix of short and long term investments;
? Improve the systems surrounding all aspects of budgets, forecasts, reports, investment information and business planning;
? Monitor and evaluate financial information systems and suggest improvements where needed;
? Assisting in meeting superannuation compliance requirements;
? Reviewing and revising investment plans based on modified needs and changes in markets;
? Provide a support service by working with all departments and the management teams to help in making financial decisions;
? Offer professional judgment on financial matters and advising on ways of improving business performance;
? Providing periodic updates on the performance of investment portfolios.
To be successful in this role it is assumed you will have:
? At least Bachelor Degree better in Finance area;
? Bilingual in both Chinese and English;
? Good analysis skills and communication skills.
If you are interested in this role, please forward your cover letter outlining your experience and suitability to the role together with a detailed resume to jason@windowrie.com.au .