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This is an opportunity to join a leading private wealth management firm with a strong presence in the Australian market. The business works with high net worth and ultra-high net worth clients, family offices and purpose-driven organisations, providing tailored advice, sophisticated portfolios and access to global investment solutions.

The firm is continuing to grow and is now seeking one Melbourne-based Associate to join an established Adviser team.

Your new role

This is a Melbourne-based Associate position supporting experienced Investment Advisers with high-touch client service and day-to-day portfolio support. You will work closely with advisers, clients and internal teams to ensure client portfolios, documentation and administration are managed accurately and efficiently.

Your responsibilities will include:

- Supporting experienced advisers with meeting preparation, follow-up actions, proposals, pitch documents and review packs
- Assisting with client onboarding, account opening, ongoing account maintenance and portfolio administration.
- Managing settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
- Working closely with clients, advisers and internal teams, including Operations, Investment Solutions, Financial Planning and Wealth Management
- Coordinating cash and stock transfers, corporate actions and international trading execution
- Assisting with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy
- Proactively managing annual reviews,



risk profile renewals and expiring documentation
- Maintaining client records and files accurately across internal systems

What you'll need to succeed

- Experience in private wealth management, stockbroking, investment advice support or a similar financial services role
- Ideally 1 to 3 years of relevant financial services or corporate experience
- Strong client service, communication and relationship management skills
- High attention to detail and strong organisational skills
- The ability to prioritise work in a fast-paced and client-focused environment
- A resourceful, self-starting approach with a robust focus on compliance and service standards
- Experience with AML/KYC, client onboarding or account maintenance, which would be highly regarded
- RG146, which is desirable but not essential, with the expectation it can be obtained if not already held
- Candidates from investment operations, investment banking, M&A;, Big 4, tax, accounting or broader financial services backgrounds may also be considered

What you'll get in return

You will be joining an established private wealth firm in a permanent Melbourne-based role, with access to high-quality clients, experienced advisers and a professional team environment.

- A permanent opportunity with an established private wealth firm
- Competitive salary package, aligned to experience
- Annual Associate bonus opportunity
- Exposure to HNW and UHNW clients, family offices and a high-quality advisory environment
- A collaborative team culture and approachable management
- Strong long-term career pathways
- Hybrid working arrangements may be available, depending on the adviser team

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📌 Associate – Private Wealth Management (Melbourne)
🏢 Rashi Joshi
📍 Melbourne