New Investment Advisor
Bastion Balance is always on the look-out for talented individuals to join our team. Intelligence, drive and character cannot be taught. If you have the essentials, the passion to work and the financial acumen, we’ll provide the education and training for you to join the next generation of wealth management professionals.
Candidates will have a mentor assigned to them. They will be actively involved in client contact, business development, crafting investment plans and asset selection. In addition:
- Assisting senior investment advisors.
- Liaising with the research department.
- Following up with client requests.
- Developing and implementing a marketing plan to attract new clients.
- Mastering trading systems and related technology.
Excellent interpersonal and communication skills;
Second language proficiency a bonus;
Proficiency in IT;
Strong work ethic and personal accountability;
Understanding of financial markets;
Comfortable working with numbers;
Keen attention to detail;