Job Seeker Details

Professional Attributes:
  • Experienced and knowledgable with financial planning and advice
  • Tenacious work ethic
  • Excellent at strengthening existing and developing new relationships
  • Uphold the highest levels of integrity
  • Professional and adaptable
  • Great negotiator
Core Competencies:
  • Financial planning and analysis
  • Investment analysis
  • Statistical analysis
  • Risk analysis
  • Strong written and verbal communication
  • Management and leadership
  • Forecasting, budgeting and planning
  • Problem solving and decision making
  • Developing and maintaining client relationships
  • Presentation/Public speaking
  • Microsoft Office Suite
Industry Experience:
Banking & Financial Services

12 Years Experience

Account & Relationship Management, Analysis & Reporting, Compliance & Risk, Financial Planning, Funds Management, Management, Stockbroking & Trading

Community Services & Development

2 Years Experience

Fundraising, Other, Volunteer Coordination & Support