Financial Investment Manager Australia DpAy Job For 3-8 Year Exp In A V Immigration And Careers Consultancy Private Limited Australia – 1343772

Tasks:
interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
recommending and arranging insurance cover for clients
arranging to buy and sell stocks and bonds for clients
advising on investment strategies, sources of funds and the distribution of earnings.
Setting financial objectives, and developing and implementing strategies for achieving the financial objectives.
Managing funds raised from personal superannuation savings policies and unit trusts.
Assisting in meeting superannuation compliance requirements.
Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
May refer clients to other organisations to obtain services outlined in financial plans.