| AGP-728 |
Senior Investment Advisor |
Wealth Management |
Victoria, Australia |
6 weeks ago |
Job Responsibilities:
As a Senior Investment Advisor at Advice GPS, you will be responsible for providing personalized investment strategies to high-net-worth individuals and institutional clients. You will conduct thorough market analysis, identify investment opportunities, and deliver tailored financial advice that aligns with clients' long-term objectives. Your role will also involve maintaining and growing relationships with clients, ensuring their portfolios are optimized to achieve the desired financial outcomes. You will collaborate with other teams, such as tax and estate planning specialists, to provide holistic wealth management services. The ability to communicate complex investment strategies clearly and effectively is key, as is staying up-to-date with market trends and regulatory changes.
Traits for Success:
- Strong interpersonal and communication skills
- In-depth knowledge of investment strategies and financial markets
- Ability to build and maintain long-term client relationships
- Highly analytical with a keen eye for market trends
- Proven track record of managing high-net-worth client portfolios
- Proactive and solution-oriented mindset
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| AGP-744 |
Equity Research Analyst |
Research |
London, England |
5 weeks ago |
Job Responsibilities:
As an Equity Research Analyst, you will conduct in-depth analysis of public companies, focusing on financial performance, industry trends, and competitive positioning. Your insights will guide the firm's investment decisions, including equity recommendations, risk assessments, and valuation modeling. You will work closely with portfolio managers and senior advisors to provide actionable research on stocks, sectors, and market conditions. The role also involves preparing detailed reports, financial models, and presentations for both internal and external stakeholders. Staying informed on global market conditions and incorporating macroeconomic factors into your analysis will be crucial for success in this role.
Traits for Success:
- Strong financial modeling and valuation skills
- Proficiency in using Bloomberg, Excel, and other research tools
- Deep understanding of equity markets and macroeconomic factors
- Excellent written and verbal communication skills
- High attention to detail and accuracy in analysis
- Ability to work independently and as part of a team
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| AGP-748 |
Risk Management Specialist |
Risk & Compliance |
Victoria, Australia |
4 weeks ago |
Job Responsibilities:
The Risk Management Specialist will be responsible for identifying, analyzing, and mitigating risks associated with the firm’s investment strategies and operational processes. You will work closely with senior management to develop and implement risk management frameworks, policies, and procedures. Your role will involve conducting stress tests, preparing risk reports, and advising on risk-adjusted returns for various investment portfolios. Ensuring compliance with regulatory standards and managing internal audits will also be part of your responsibilities. This role requires the ability to balance risk with growth, offering recommendations that protect the firm's assets while optimizing investment returns.
Traits for Success:
- Strong knowledge of risk management frameworks and methodologies
- Analytical thinking with the ability to anticipate potential risks
- Detail-oriented with a proactive approach to identifying issues
- Experience in financial regulations and compliance standards
- Ability to communicate risk assessments clearly to stakeholders
- Strong problem-solving and decision-making skills
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| AGP-710 |
Private Wealth Relationship Manager |
Private Wealth Management |
London, England |
7 weeks ago |
Job Responsibilities:
The Private Wealth Relationship Manager will manage a portfolio of high-net-worth clients, providing them with comprehensive wealth management services. Your responsibilities will include designing personalized financial strategies that encompass investment management, estate planning, tax optimization, and retirement planning. You will maintain close relationships with clients, serving as their primary point of contact and advisor. Regular portfolio reviews, performance tracking, and updating clients on market trends and opportunities will also be key parts of your role. Collaborating with other specialists to deliver a fully integrated wealth management experience will be a significant part of your day-to-day activities.
Traits for Success:
- Excellent client relationship management and communication skills
- Strong understanding of tax, estate planning, and retirement strategies
- Proven ability to manage and grow high-net-worth client portfolios
- In-depth knowledge of financial products and services
- Ability to work collaboratively with internal teams and external partners
- High level of integrity and trustworthiness in client interactions
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| AGP-755 |
Portfolio Manager |
Investment Strategy |
Victoria, Australia |
3 weeks ago |
Job Responsibilities:
As a Portfolio Manager, you will be responsible for overseeing a diverse portfolio of investments, making decisions on asset allocation, and implementing strategic investment solutions. Your role will include evaluating market conditions, identifying investment opportunities, and making buy, sell, or hold recommendations for various asset classes. You will work closely with other teams, including research analysts, to ensure that the portfolio aligns with client objectives and risk tolerance. Performance tracking, risk assessment, and ongoing portfolio optimization will be key parts of your role, as well as reporting on portfolio performance to clients and senior management.
Traits for Success:
- Strong decision-making and portfolio management experience
- Excellent understanding of asset classes and market dynamics
- Analytical mindset with the ability to adapt strategies to changing conditions
- Ability to work under pressure and make quick decisions
- Strong communication and client-facing skills
- Ability to effectively collaborate with cross-functional teams
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| AGP-758 |
Tax Advisor |
Tax & Accounting |
London, England |
2 weeks ago |
Job Responsibilities:
As a Tax Advisor, you will be responsible for providing tax planning advice to individuals and businesses to help them minimize tax liabilities while remaining compliant with local tax regulations. You will analyze clients' financial situations, recommend tax-efficient investment strategies, and assist with tax filings and audits. You will also stay up-to-date with changes in tax laws and regulations, ensuring clients are aware of any impacts on their financial plans. Collaboration with wealth managers, estate planners, and legal advisors will be crucial to deliver holistic, tax-efficient solutions to clients.
Traits for Success:
- In-depth knowledge of local and international tax laws
- Ability to provide strategic tax planning and advice
- Strong attention to detail and accuracy in tax filings
- Excellent communication skills to explain complex tax matters
- Experience working with high-net-worth clients
- Ability to stay current with changing tax regulations
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| AGP-760 |
Financial Data Analyst |
Data & Analytics |
Victoria, Australia |
2 weeks ago |
Job Responsibilities:
The Financial Data Analyst will be responsible for collecting, analyzing, and interpreting large datasets to support investment decisions. You will work closely with portfolio managers, research analysts, and risk managers to provide data-driven insights that inform investment strategies. Your role will involve building financial models, conducting trend analysis, and preparing reports that summarize findings in a clear and actionable format. Additionally, you will ensure that data integrity and accuracy are maintained at all times, supporting the firm’s decision-making process with reliable and relevant data.
Traits for Success:
- Strong proficiency in data analysis tools such as Excel, SQL, and Python
- Experience in financial modeling and quantitative analysis
- Ability to interpret complex data and present it in an understandable format
- High attention to detail and accuracy in data processing
- Strong problem-solving and analytical skills
- Ability to work collaboratively with cross-functional teams
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