06 Aug
|
GOW Recruitment
|
Melbourne
06 Aug
GOW Recruitment
Melbourne
Career Associate / Advisor Assistant - Wholesale Desk
This is a great opportunity for a
career orientated market professional
to join a well-established Financial Services Organisation as a Career Associate / Advisor Assistant. This is an initial 24-month Fixed term Contract with the view to go permanent.
Dealing with Ultra high net worth wholesale clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least three plus years' experience in wealth management client service / operations or
are currently anAssociate / Advisor Assistant
looking for a new opportunity. Supporting 3 Senior UHNW advisors, this is a mature and busy desk. This role has a positive mix of administration, on‐boarding, transitions, and client service‐related duties, will be involved in corporate deals, client meetings, operational functions, will need a thorough understanding of all KYC and AML rules, compliance and risk.
This is a high performing desk and are keen to partner with a career focused professional. Opportunities to work on a team driven desk like this with colleagues that will support and enhance your skill base are very rare in this market.. here is the perfect opportunity!
The client will provide a positive and engaging working setting with an exceptional culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base.
A strong knowledge of equities andwealth operationsare essential
.
RG 146 is Preferred
.
If you pride yourself on your work practice, are organised, thorough in operation and are a positive and driven individual.
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📌 Career Associate / Advisor Assistant - Wholesale Desk (Melbourne)
🏢 GOW Recruitment
📍 Melbourne