At a Glance
- Tasks: Help clients navigate investment opportunities and tailor strategies to meet their financial goals.
- Company: Candour Capital, a leading investment solutions firm in Australia.
- Benefits: Competitive salary, career growth, and exposure to diverse investment products.
- Other info: Collaborative environment with access to industry insights and professional development.
- Why this job: Join a dynamic team and make a real impact in the financial markets.
- Qualifications: Bachelor's degree in Finance or related field; strong analytical and communication skills.
The predicted salary is between 72000 - 88000 $ per year.
Candour Capital is an Australia-based, product-focused investment solutions business providing eligible wholesale and professional investors with access to selected opportunities across fixed income, credit, real assets, equity, structured investments and managed funds.
With offices in Sydney, Melbourne and Perth, the company leverages its investment product expertise and relationships with financial institutions, issuers and product providers to support investment distribution and deliver structured solutions tailored to investors’ objectives, risk profiles and broader portfolio strategies.
About the role
We are seeking a skilled and motivated Financial Investment Adviser to join our team.
The successful candidate will be part of our investment solutions team, with a focus on providing access to investment opportunities across fixed income, structured investments and managed funds for wholesale and professional investors.
This role is suited to someone with strong financial knowledge, analytical skills and an interest in investment products and financial markets.
Key Responsibilities
- 1.
Conduct client consultations to establish clients’ financial circumstances, investment objectives, risk tolerance and preferences, forming the basis for tailored investment proposals and strategies.
- 2.
Research and assess investment opportunities across fixed income, credit, real assets, equity, structured investments and managed funds, evaluating product features, potential returns and associated risks.
- 3.
Provide guidance on investment strategies, capital allocation, funding options and income distribution approaches to support clients’ financial objectives and broader portfolio requirements.
- 4. Prepare tailored investment proposals and portfolio solutions that align with clients’ investment goals, risk profiles and investment horizons.
- 5.
Coordinate the purchase and sale of bonds, stocks and other relevant investment products, liaising with financial institutions, issuers and product providers to facilitate transaction execution.
- 6.
Track investment performance, market developments and changes in clients’ circumstances, identifying opportunities to refine investment proposals and adjust strategies as appropriate.
- 7.
Analyse financial, accounting and investment information, preparing investment reports, performance summaries, forecasts and other documentation to support client reviews, business operations and applicable regulatory requirements.
- 8.
Maintain relationships with wholesale and professional investors, financial advisers, family offices and investment product providers, coordinating with external organisations to facilitate access to investment products and complementary financial services.
Qualifications and Skills
- 1. Bachelor’s degree in Finance, Economics, Accounting, Business or a related field.
- 2. Knowledge of financial markets, investment products and investment strategies.
- 3. Relevant experience in financial services, investment advisory or investment product distribution, preferably involving fixed income, structured investments or managed funds.
- 4. Strong analytical, research and problem-solving skills.
- 5. Understanding of portfolio construction, investment risk and capital allocation.
- 6. Excellent communication and client relationship management skills.
- 7. Strong organisational skills, attention to detail, professional integrity and awareness of financial services regulations and compliance requirements.
What We Offer
- 1. Competitive salary package and remuneration structure.
- 2. Career development opportunities within a growing financial services business.
- 3. Exposure to diverse investment products, financial markets and institutional investment opportunities.
- 4. A collaborative and international team environment.
- 5. Access to investment product expertise, market insights and established industry relationships.
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Financial Investment Adviser in Willoughby employer: Candour Capital Pty
Candour Capital is an exceptional employer that fosters a collaborative and international team environment, providing Financial Investment Advisers with access to diverse investment products and institutional opportunities. With a strong focus on career development and competitive remuneration, employees are empowered to grow their expertise in financial markets while building meaningful relationships with clients and industry partners. Located in vibrant cities like Sydney, Melbourne, and Perth, the company offers a dynamic workplace that values professional integrity and innovation.
