Full Time Financial Investment Adviser

About us

Infinity Capital Mortgage Management Pty ltd (ICMM) is a leading non-bank financial institution for Australians and the best partner for Mortgage Broker in Australia. The company promises to provide professional and considerate support to mortgage brokers, high-quality products that are in line with the interests of customers, and timely and efficient settlement funding support. We currently have set up several branches in major cities in Australia.

About the position

As a result of continuing business expansion, we are now seeking a highly skilled and experienced Financial Investment Adviser to join our team. The ideal candidate will play a crucial role in guiding our clients towards making informed financial decisions, developing tailored

investment strategies, and managing client portfolios to ensure their financial success

The primary responsibilities will be as following:

Ø Conducting thorough financial assessments to understand clients' investment goals and risk tolerance

Ø Developing and implementing customized investment plans.

Ø Monitoring and reviewing client portfolios to ensure alignment with their objectives.

Ø Continuously track and analyze the performance of clients' investment portfolios.

Ø Regularly communicate with clients to provide updates on their investments and discuss potential adjustments

Ø Help clients identify and access various sources of funds for their investment needs, including personal savings, loans, or other financial products

Ø Guide clients on the optimal distribution of earnings from their investments. Ensure that distribution strategies are tax-efficient and aligned with clients' long-term objectives.

Ø Selecting appropriate investment options within superannuation accounts, ensuring compliance with superannuation regulations.

Ø Coordinate with external providers to ensure a seamless and integrated approach to meeting clients' comprehensive financial needs.

Ø Ensure that all financial documents are accurate, up-to-date, and compliant with regulatory standards.

Ø Create and manage detailed budgets that align with clients' financial plans and investment strategies.

To be successful for this role you need:

Ø Related working experience is required

Ø Tertiary qualification in finance or relevant field

Ø Relevant certifications such as CFA, CFP, or equivalent, is preferred.

Ø Ability to work collaboratively within a team;

Ø Excellent Communication and problem-solving ability;