Graduate Wealth Analyst | Investments & Stockbroking | Canberra | Permanent | Generous Salary & Bonus Structure

Graduate Wealth Analyst | Investments & Stockbroking | Canberra | Permanent | Generous Salary & Bonus Structure

  • Post Date:15/03/2019
  • Views 135
0 Applications
Job Description

2017/18 Finance/Economics Graduates required with a strong work ethic & enthusiasm to start their career within Wealth Management.

SB Recruitment are on the hunt for hardworking and professional recent Graduates looking to kick start their career within Finance. If you are looking for an exciting opportunity to receive full training and a chance to utilise your Finance, Economics or Commerce degree – Apply Now!
The key to this role is to assist and support experienced Wealth Advisors to help build, manage and protect client wealth through the provision of holistic wealth management services. Joining the team as a Graduate means you can expect ongoing training and development, a dynamic work environment, approachable management and plenty of support and guidance.

The Job…..

Handle client portfolio enquiries and requests in an efficient and timely manner
Manage the inputting and monitoring of market orders to the Australian Securities Exchange   (ASX)
Awareness of investment opportunities for clients and communicating this where appropriate
Supporting client meetings including creating any relevant documentation
Using your interest in the Australian economy to proactively research and gain an up to date knowledge of the current market
Ad hoc administrative duties and housekeeping of client database

The Benefits…..

Work for a company who take pride in training, developing and supporting every staff member
Career path to becoming a Wealth Advisor managing your own portfolio of accounts
Generous bonus structure
Professional working environment where employee engagement is always high
Free breakfast daily
Social events organized by the business


To be successful in these roles, you must have experience in the following areas:
2017/2018 University Graduate
Successfully completed a Business/Commerce/Economics degree within an Australian University
Exceptional work ethic with a proven track record working in retail, hospitality or similar
A genuine interest in the Australian economy and a desire to learn every aspect about fund management, wealth investment and financial growth opportunities
Exceptional written & verbal communication skills

How to apply…..

This is a fantastic opportunity to work with a growing and innovative organization where diversity and inclusion are a way of life. To apply, send your application to or call the team on 02 9002 5000 for a confidential conversation.