Canowindra, NSW 2804

Financial Investment Adviser Wanted


A rare and exciting opportunity has arisen in a Financial Investment Adviser role to join our fast paced environment and results-driven team.


Duties and responsibilities will be included but not be limited to:


?    Advising the investment strategies, distribution of earnings and sources of funds;

?    Participating in setting financial goals, and developing and implementing strategies for achieving these goals;

?    Participating in preparing financial plans with a mix of short and long term investments;

?    Improve the systems surrounding all aspects of budgets, forecasts, reports, investment information and business planning;

?    Monitor and evaluate financial information systems and suggest improvements where needed;

?    Assisting in meeting superannuation compliance requirements;

?    Reviewing and revising investment plans based on modified needs and changes in markets;

?    Provide a support service by working with all departments and the management teams to help in making financial decisions;

?    Offer professional judgment on financial matters and advising on ways of improving business performance;

?    Providing periodic updates on the performance of investment portfolios.


To be successful in this role it is assumed you will have:

?    At least Bachelor Degree better in Finance area;

?    Bilingual in both Chinese and English;

?    Good analysis skills and communication skills.


If you are interested in this role, please forward your cover letter outlining your experience and suitability to the role together with a detailed resume to  jason@windowrie.com.au .

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