Perpetual Wealth Management is seeking an experienced Integration Analyst on a 12-month contract to support onboarding and integration of newly appointed advisers into Perpetual Private. You will coordinate onboarding milestones and ensure a seamless adviser start.
Ideal candidates have 2+ years in wealth management, experience in adviser onboarding or project coordination, and familiarity with the regulatory framework for retail financial advice; Salesforce or Xplan knowledge is a plus.
#J-18808-Ljbffr
📌 Remote Adviser Onboarding & Integration Specialist (City of Sydney)
🏢 Perpetual
📍 City of Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.