This leading Private Wealth firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry.
About The Role
In this Private Wealth Associate role, you will partner closely with three Senior Investment Advisers, serving as a trusted point of contact for their ultra high net worth clients.
Your responsibilities will include end-to-end client onboarding, trade execution, stakeholder management (internal and external), preparation of strategic meeting materials and investment proposals, and ensuring compliance standards are met.
This role is a 24 month Fixed Term Contract with the opportunity to become permanent. It is an ideal role for an experienced Client Service Manager, Paraplanner,
or Associate seeking to deliver high-touch support to advisers in a high-net-worth wealth management environment.
Demonstrated skills
Experience working in financial advice / private wealth in a support or paraplanning function
Ability to build strong relationships with UHNW clients
Robust communication skills and attention to detail.
Ability to work in a fast paced environment
Outstanding understanding of compliance frameworks in the advice industry
Tertiary qualifications in Finance, Business, Economics, or related field
Benefits
Attractive salary package
Collaborative setting focused on long-term client outcomes.
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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📌 Private Wealth Associate 24 Month Fixed Term Contract Melbourne
🏢 Randstad - Australia
📍 Melbourne
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