Senior Principal Advisor, Strategy and Policy This is a full-time continuing position with salary in the range $108,975.08 - $122,176.31, plus a generous super allowance of up to 17%.Contribute your exceptional interpersonal and organisational skills to a dynamic team that influences teaching and learning priorities at UQ. a world?s top 50 university.Leverage your project management and policy expertise to initiate impactful collaborations with a wide range of stakeholders and partners, navigating the complexities of a large institution while driving positive change.This role provides high-level advice and support to the Office of the Deputy Vice-Chancellor (Academic). You will conduct research, analyse data, and develop content related to higher education policy including;Assisting with policy matters, teaching and learning governance committees, and strategic plans.Collaborating with staff across UQ on teaching and learning policy, governance, strategy, and planning.SEMPRE INVESTMENT MANAGERS PTY. LTD.trading as SEMPRE INVESTMENT MANAGERSLevel 5, 447 Collins Street, Melbourne Victoria 3000Full Time Financial Investment AdviserSALARY $85000 + SUPERANNUATIONDUTIES• Developing financial plans and investment strategies based on prospective clients' financial objectives and risk tolerance.• Managing multi-asset investment portfolios on behalf of clients, including stocks, bonds, funds etc.• Monitoring portfolio performance and reviewing and revising investment plans based on modified needs and changes in markets.• Providing regular updates and valuable insights on portfolio performance, maintaining good client relationships.• Developing new business opportunities, in particular from Chinese investors in Australia and abroad.REQUIRED SKILLS• Bachelor's degree in finance related subjects is required. Master's degree is preferable.• Need to have portfolio management experience with good past performance.• Have experience and clients in overseas markets, especially the Chinese market.• At least three years working experience as a Financial Investment Adviser.• Previous investment experience and existing relationships with Chinese investors will be highly regarded.Languages:Mandarin and English speech and written skills essentialPlease send your CV to ****** outstanding opportunity has arisen to join Tribeca Financial, working closely with the management team and being a key point of contact for a team of advisers.Tribeca Financial helps our clients build the life they want, by prioritising what's most important at each stage of their life and putting together a financial roadmap that will make it happen. We are dream builders who want to get the most out of life. Financial wellness means freedom from financial stress and the ability to live your good life. We coach our clients to understand their full financial potential, guide them through tough times and are the number one advocates for their good life. We offer all the services you would imagine from a financial advice firm, only we do it with heart and emotional intelligence.This fulltime Financial Planning Adviser role will provide you with the utmost in autonomy and diversity, while seeing you responsible to produce quality SOAs, financial modelling and working with the advisers in developing and maintaining client strategies.This role will offer scope to be involved in all facets of the business and would suit someone who enjoys the technical elements but is also seeking client interactions and wants to establish themselves in a true Financial Planning Adviser capacity working with clients.To be successful, candidates must meet the following pre-requisites:- A solid background in financial planning, paraplanning and/or financial modelling (3+ years)- Strong technical skills and industry knowledge- RG146 and tertiary qualifications essential- An interest in client engagement- Advanced Xplan knowledge/experience- A genuine interest in and passion for quality financial advice and financial wellbeing- Experience in paraplanning - complex SOA/ROA production, variety of strategies - specific experience in Insurance, Super, SMSFs and - Investments- Exceptional client relationship/client service skills as you will work with prospective clients to understand and determine financial objectives, discussing financial options and developing financial plans and investment strategies.High levels of accuracy, initiative, and a pro-active and enthusiastic work ethic as you nurture long term client relationships by:- Working with clients to set financial goals by developing and implementing strategies to achieve these over the lifetime of their advice- Monitoring your client's investment performance and revising plans based on their ever-changing needs- Working with clients to advise on investment strategies and managing the transactions (buying and selling of stocks and bonds) post implementation of strategies- Managing funds raised from personal superannuation savings policies and unit trusts- Excellent communication skills - written and verbal, and high levels of attention to detail.- Exceptional presentation and ability to build rapport with clients by understanding client needs beyond technical aspectsIn turn, you will be afforded the opportunity to develop your career with a high performing team and market leading firm with a salary from $80,000 to $100,000 per annum including superannuation.Stay safe online Cyber criminals are taking advantage of COVID-19. Be careful about who you give your information to.Never give your bank or credit card details or date of birth when applying for a job.Check if the job is genuine by researching the business and contacting them before applying.If this job ad is broken, incorrect, suspicious or offensive, report this job .attach_money attach_money Salary not specifiedwork_outline work_outline Full time position, Permanent positioncalendar_today calendar_today Closes 17 May 2024, 12:00 AM#J-18808-Ljbffr
