Associate

Extend your wealth management experience supporting Investment Advisors Your new company
Be part of the world's largest family owned wealth management and asset management group. This structure provides deep trusted relationships of a local firm with the scale, strength and security of a multinational. They offer sophisticated portfolios & global investment solutions to HNW, UHNW and family offices. We are looking for an experienced wealth management professional based in Sydney to join the team to support experienced Investment Advisors.
Your new role

• Conduct onboarding of clients including account opening, as well as ongoing account maintenance and portfolio administration
• Support 2/3 Advisers through preparation for meetings and follow ups and preparation of proposals, pitch documents and review packs
• Proactive client management and monitoring including annual reviews and risk profile renewals
• Handle settlement obligations such as funds and securities due, cash and asset transfers and corporate action management, quote requests and IPO and Placement coordination
• Work closely with clients and internal stakeholders including the Operations team to coordinate stock and cash transfers, corporate actions and international trading execution

What you'll need to succeed

• Experience in private wealth management and/or a similar role with 2 years experience + preferred
• Excellent communication, organisation and relationship management skills
• High attention to detail, the ability to mufti task and pivot effectively and a desire to work at a high quality
• Resourceful, self starter who has the will to learn and a high focus on compliance and service standards
• Holds an RG146 or willingness to obtain one
• AML and KYC experience is an advantage

What you'll get in return

• Work for a well established and recognised brand who is a leader in their market
• A competitive salary relative to your experience
• Work with seasoned professionals and interesting and complex HNW and UHNW clients
• Ongoing development with strong development pathways, stability and short decision chains

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or send it to [email protected]
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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