Job Seekers: Current Positions

Work Type: REGULAR


Location: Melbourne

Advertiser: Waterford

Date Posted: 08/06/2012

Position Filled: No




Private Client Advisors – Financial Markets

Our Client
An established and dedicated, independent broker providing the market insight and investment advice that corporate, institutional and private clients trust.

They are a trusted advisor and look to establish long term relationships with every client. They have an old-fashioned commitment to customer service but operate in an efficient, performance-driven culture to deliver results.

The Role
Our client is currently looking for experienced, ambitious, highly self motivated individuals to work in their Melbourne CBD office. (Other state offices can be considered).
Qualifications & Experience
  • Tertiary qualifications in relevant field.
  • At least 2-3 years experience with a successful business development background in stockbroking, portfolio management and corporate advice.
  • Knowledge of stock broking at the private client and or institutional level.
  • Keeping abreast of new development and changes in the relevant markets.
  • Must be able to deal effectively with clients and nurture them by keeping them
    in touch with what is happening in the markets.
  • Maintain client confidentiality.
  • Relationship development skills.
  • Market knowledge and ability to research information in relevant markets
  • Ability to manage and review portfolios.
  • Team member but with ability to think independently and analytically.
  • Effective written and verbal communication skills.
  • Effective organisational skills.
Negotiable depending on experience and client base. Financially supported for a period whilst building up or re-establishing existing client base to the new firm.
This is a great opportunity for a high achiever who wants the rewards associated with success in financial markets! For more information on this role please contact Joseph Doyle by telephone on +61 3 9510 6155 or by email
To apply, please forward your covering letter addressing the criteria above and an updated resume using the APPLY NOW button below. All applications will be treated in the strictest confidence.  Please note that due to the large number of applications we receive, only those that are short-listed will be contacted for an initial screening interview. All applicants CV's will remain on our database to be considered for future positions.
Waterford Recruitment
Proud to be a boutique agency offering a premium service, targeting excellence in the marketplace.





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