Join our Rhombus Advisory Business Sydney Location Strategy and Business Services The Role Excellent opportunity to join our Rhombus Advisory Brand in the position of Senior Manager, Finance and Revenue. In this role you will lead
Key Responsibilities: Attend meetings with the Senior Advisor for both new and existing clients Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant manner Researching and developing
Key Responsibilities: Managing the day to day client relationship, becoming the first point of contact for client enquiries Attending client meetings with Senior Advisor / Director, and presenting as required Assisting with the preparation of complex
Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 130 years. As a mutual organisation, owned by members and run purely for their benefit, our members are
07th March, 2024 About Us Professional Wealth Services is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their financial goals, security and peace of mind. They have built a very successful
Our client is an award winning, top tier private wealth management firm that is focused on providing well informed, tailored financial solutions. They are seeking a passionate and professional adviser support. This Adviser Assistant will support
About the company This growing financial advice business based in Sydney CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to