Your new company

Join a leading wealth management firm supporting high net worth and ultra-high net worth clients, family offices, and sophisticated investment portfolios.

Your new job

As a Private Wealth Associate, you'll work alongside experienced Investment Advisers supporting with:

- Client meetings, review packs, proposals, and presentations.
- Assisting with client onboarding, account maintenance, and portfolio administration.
- Managing cash and stock transfers, settlements, corporate actions, IPOs, and placements.
- Coordinating with clients, advisers, and internal teams across Wealth Management and Operations.
- Responding to client enquiries and maintaining accurate client records.
- Managing annual reviews, AML/KYC requirements, and client documentation.

What you’ll need to succeed:

- Experience in private wealth, stockbroking, investment support, or financial services.




- Solid client service and stakeholder management skills.
- High attention to detail and organisational ability.
- Exposure to onboarding, AML/KYC, account maintenance, or investment operations.
- RG146 (or willingness to obtain).

What you’ll get in return

- 24-month contract, with potential to go permanent.
- Annual salary + performance-based bonus.
- Exposure to HNW/UHNW clients and family offices.
- Mentorship from experienced Advisers.
- Genuine long-term career progression.
- Hybrid flexibility – 3 days in office.
- Located in Melbourne CBD.

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.

📌 Private Wealth Associate | Melbourne
🏢 Hays
📍 Melbourne