Portfolio Assistant with Private Client Advisory Team

Portfolio Assistant:  Your role will be busy and varied, supporting the Lead Advisory Team who deliver best-practice solutions for private wealth management, investment advisory, stockbroking and portfolio management services to our clients.

In addition, your focus will  include gathering and interpreting equity market and stock specific data to assist our Portfolio Management team.

Energy, enthusiasm and attention to detail are critical for this Undergraduate/recent Graduate role with flexibility to work in with your study commitments.

Please contact Annie Sutcliffe via [email protected] for more information.

Company
MORGANS FINANCIAL LTD
Private Wealth Management directly investing globally & ASX
Website
LinkedIn
Location
South Yarra VIC
Work Type
Casual,Part Time

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