Working closely with senior advisers and leadership, this role is ideal for someone who enjoys client relationships, fast-paced environments and delivering exceptional service outcomes.
The Role
Click ‘APPLY’ or contact Shauna Callaghan at shauna.callaghan@profusiongroup.com.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
The Role
- Manage day-to-day client relationships and servicing
- Support advisers with reviews and ongoing advice delivery
- Prepare client documentation, presentations and meeting packs
- Coordinate implementation of investment recommendations
- Place trades and manage follow-up actions
- Maintain accurate client records and file notes
- Liaise with internal and external stakeholders
- Assist with portfolio reporting and client communications
- Experience in financial advice, private wealth or investment management
- Strong organisational and communication skills
- High attention to detail
- Comfortable working with sophisticated clients
- Proactive, professional and relationship-focused
- Exposure to HNW and wholesale clients
- Work closely with experienced advisers
- Broad role across client service, investments and operations
- Strong long-term development opportunities
- Boutique, high-performing team environment
Click ‘APPLY’ or contact Shauna Callaghan at shauna.callaghan@profusiongroup.com.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
