In-Demand Financial advisor Jobs in Rushcutters Bay, Nsw

Graduate Trainee – Financing & Advisory
Société Générale —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- No experience needed
Summer Clerk - Legal
Société Générale —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
11d
Client Services Officer – Financial Advice
Sydney Wealth Partners —Sydney NSW
- $31 - $34 an hour
- Microsoft Office
- Finance
- In-person
Quick Apply
Financial Planning Client Administration Assistant
Harvest Financial Group —North Sydney NSW
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick Apply
1d
Office Manager
MBA Accountants & Business Advisors Pty Ltd —Hurstville NSW
- $75,000 - $80,000 a year
- Full-time
- Administrative experience
- In-person
- Communication skills
- Professional development assistance
Quick Apply
11d
Management Accountant
Okendo —Sydney NSW
- $100,000 - $120,000 a year
- Full-time
- Remote
- Microsoft Excel
- Finance
- Presentation skills
- Annual leave
- Parental leave
Quick Apply
Accountant
Futurerent —Sydney NSW
- $80,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Finance
- Education
Quick Apply
Associate Managing Consultant, Advisors & Consulting Services, Deploy
Mastercard —St Leonards NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2027 Sydney Traineeship Program
JPMorganChase —Sydney NSW
- Full-time
- Senior Secondary Certificate of Education
- No degree
- Recruiting
Business Unit Manager - Finance (Office of the CFO)
ING —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Client Service Officer - Estate Planning and Administration
NSW Department of Communities and Justice —Parramatta NSW
- $87,199 - $95,482 a year
- Morning shift
- Hybrid work
- Customer service
- Parental leave
- Employee assistance program
14d
Client Service Officer - Wealth Management
Count Gold Coast —Sydney NSW
- Full-time
- In-person
- Communication skills
Client Service Officer - Estate Planning and Administration
NSW Trustee and Guardian —Sydney NSW
- $87,199 - $95,482 a year
- Full-time
- Hybrid work
- Customer service
- Parental leave
- Employee assistance program
14d
People Advisor
AFCA —Sydney NSW
- Full-time
- Hybrid work
- Administrative experience
- Case management
- No degree
Quick Apply
2d
People & Culture Partner - Hybrid
Humanforce —Sydney NSW
- Full-time
- Hybrid work
- AI
- Leadership
- Parental leave
- Employee assistance program
Client Service Consultant - Wealth
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Customer service
- Financial services
- Typing
- Annual leave
- Work from home
Finance & Business Support Manager - QT Sydney
EVT Group —Sydney NSW
- Full-time
- Microsoft Excel
- Budgeting
- Hotel experience
- Parental leave
Escala - Wealth Management - Graduate Opportunity
Focus Financial Partners —Sydney NSW
- Part-time
- Microsoft Excel
- Management
- Finance
7d
Client Services & Practice Administrator (Accounting & Financial Planning)
Simaco Partners Pty Ltd —Bankstown NSW
- $78,000 - $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
4d
Contract Administrator
SaveEdu Pty Ltd —Sydney NSW
- $80,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
11d

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financial advisor jobs near rushcutters bay, nsw

Graduate Trainee – Financing & Advisory

Société Générale -
Sydney NSW

Apply Now

Job Details

Graduate

Qualifications

Microsoft Powerpoint
Microsoft Excel
No experience needed
Microsoft Office
Analysis skills
Presentation skills
Bachelor's degree
Recruiting
Communication skills

Full Job Description

Responsibilities

Primary responsibilities include:

Responsibility for financial modelling in support of advisory mandates, including supporting in development of bespoke financial models, conducting detailed scenario and sensitivity analysis, tracking relevant documentation and taking the financial model through audit.
Interrogating the financial model for lending mandates, review and analysis of the financial model to support the preparation of financial analysis, credit applications and due diligence review;
Providing day to day transaction support and managing internal processes relating to our business;
Structuring and pricing of credit applications;
Managing internal processes relating to all arranging and advisory business (e.g. updating databases, memo writing, completing relevant internal system-based processes including all financial data);
Identifying potential marketing opportunities and preparing pitch and presentation materials (including reviewing feasibility studies, detailed analysis of financial models, statements, cashflows, etc.);
Starting to establish a network of contacts at key clients and prospective clients;
Staying abreast of developments in the Battery, Mining & Industries sector as well as current transactions and opportunities in the market;
Demonstrate the ability to work effectively in a team environment and strong commitment to the core values of Societe Generale

Profile required

Qualifications, Experience & Knowledge Required

University degree in a relevant discipline (for e.g., Finance, Engineering, Business, Commerce, Law)
Post graduate qualifications considered favourably
No previous work experience necessary, however some previous banking or finance experience would be considered favourably
Strong numerical skills with an advanced understanding of accounting concepts, financial statements and cashflows
Financial modelling skills are a requirement
Strong ability in Microsoft Excel and PowerPoint, and Microsoft Office generally

Behavioural Competencies Required

Proven analytical skills as well as exceptional written and verbal communication and presentation skills
Good interpersonal skills with the ability to clearly explain complex financial issues
An ability to work under pressure to tight deadlines while maintaining a strong attention to detail
A capacity to manage multiple tasks and the ability to prioritise tasks as relevant
Ability to contribute to the team’s efforts to build and maintain trusted client relationships both internal (various
Support functions and middle/back office teams) and external (clients, industry bodies, government agencies)
Experience of working (including remotely) with people with diverse, international backgrounds and acting on team priorities

Functional Relationships

INTERNAL: staff from business divisions and support functions locally, regionally and globally
EXTERNAL: clients, prospects and external advisors (e.g. lenders, legal counsel, technical consultants)

Behavioral Skills

Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position
Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs
Commitment - Sustainability: I strive to develop my skills and knowledge
Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority
Team Spirit - Collective mindset: I favour the team’s interest over my own results
Innovation - Simplification: I make things & ideas simple

Business insight

Our Culture:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. Please visit our APAC career website: https://www.societegenerale.asia/en/careers/building-your-career-with/ for more information.

Diversity, Equity & Inclusion (DE&I):

Our mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our vision:

Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
Engage our community and marketplace, and position the organization to meet the needs of all its clients

Check out our DE&I initiatives: https://www.societegenerale.asia/en/careers/diversity-equity-inclusion-dei/

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations of assistance during the recruitment process, please do not hesitate to let our HR staff know.

Department Description

We are currently recruiting for a Graduate Trainee to join our Financing & Advisory Group based in Sydney, Australia to support the origination and execution activities across a broad range of structured finance transactions in Infrastructure, Energy, Mining & Industries and Real Estate sectors across Australia and New Zealand. The candidate will also work with other business lines within Financing & Advisory such as Infrastructure, Digital, Energy & Renewables and Real Estate. The successful candidate will have the opportunity to build close relationships with the teams onshore and within the organisation more broadly on a regional and global basis. This is an exciting opportunity within a fast-paced, results focused, global organisation that values diversity.

Diversity and Inclusion

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents , regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Apply Now

Refine Your Search

financial advisor jobs in rushcutters bay, nsw

Graduate Trainee – Financing & Advisory

Summer Clerk - Legal

Client Services Officer – Financial Advice

Financial Planning Client Administration Assistant

Office Manager

Management Accountant

Accountant

Associate Managing Consultant, Advisors & Consulting Services, Deploy

2027 Sydney Traineeship Program

Business Unit Manager - Finance (Office of the CFO)

Client Service Officer - Estate Planning and Administration

Client Service Officer - Wealth Management

Client Service Officer - Estate Planning and Administration

People Advisor

People & Culture Partner - Hybrid

Client Service Consultant - Wealth

Finance & Business Support Manager - QT Sydney

Escala - Wealth Management - Graduate Opportunity

Client Services & Practice Administrator (Accounting & Financial Planning)

Contract Administrator

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