Financial Advisor
网络公司
微信：sunwininvestment
About us
The company was established in Sydney in 2013, with three sister companies merged into Sunwin Investment in 2018. The company is the innovator in providing analysis for global interest rates, the presidential election, and all major sports events. With advanced science, the latest technology of hedge funds, it has gradually replaced the foreign exchange and stock market investment.
In 2013, the company invested more than $500,000 to hire the most famous software developers from Germany and Sweden to develop the hedge fund software for the company. Sunwin has been focusing on using advanced science and technology and applications to provide comprehensive data information services.
The company provides at least 100,000 analysis services each year, service includes the global interest rate, presidential election, and all major sports events in more than 20 countries around the world every year. As a world-leading data technology company, it provides our investors with the safest and highest revenue in the market. Regardless of whether they win or lose, the company can still generate revenue for all our investors by using hedge fund technology.
Your new opportunity
We are currently looking for a Financial Advisor to work within our Investment Services team focusing on direct equity investment portfolios.
As part of this role you will:
? Provide robust, tailored and personal investment advice to clients
? Communicate with clients regarding their investment portfolios and financial markets in general
? Day-to-day management of client portfolios
? Build strong relationships with clients
? Prepare and present reports to clients
? Liaise with external providers and financial institutions
? Become involved in our internal investment committee; and
? Work closely with support staff and other departments within the firm
To be successful in this role you will need:
? Minimum 3 years working within a financial advisory environment
? Relevant qualifications including a degree in Commerce, Finance or equivalent
? Willingness to undertake any additional study to meet the requirements
? Proven ability to engage with existing and prospective clients
? Attention to detail with excellent verbal and written communication skills; and
? Solid experience using Microsoft Word and Excel
Email: [email protected]
Address： Level 35, One International Towers, Barangaroo, Sydney NSW 2000
Website：https://www.sunwininvestments.com.au/
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