Your new company

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. You will be joining a professional, high-performing environment where client service, attention to detail and long-term relationships are highly valued.

Your new role

This is an Adelaide-based Associate position on a 24 month fixed term contract, supporting two Investment Advisers. The role would suit an experienced Associate, ideally with 3 to 5 years in a similar wealth management or financial services support role.

- Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration
- Support two Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs
- Manage settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
- Work closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth Management
- Coordinate cash and stock transfers, corporate actions and international trading execution
- Assist with client queries, routine account issues and documentation updates, with a robust focus on service and accuracy




- Proactively manage annual reviews, risk profile renewals and expiring documentation

What you'll need to succeed

- Experience in private wealth management, stockbroking, investment advice support or a similar financial services role
- Ideally 3 to 5 years experience in an Associate or comparable client support role
- Strong client service, communication and relationship management skills
- High attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environment
- A resourceful, self-starting approach with a high focus on compliance and service standards
- Experience with AML/KYC, client onboarding or account maintenance would be highly regarded
- RG146 accreditation, or willingness to obtain it quickly.
- Managed funds and securities capability would be highly regarded
- Experience within wealth management or a similar sector is preferred

What you get in return

- An initial 24 month fixed term contract with an established private wealth firm that has the chance to convert to a permanent role
- The opportunity to support experienced Advisers and work with sophisticated HNW and UHNW clients within a high-quality, collaborative environment
- Exposure to global investment solutions, complex portfolios and a high-quality advisory environment
- Two days working from home each week
- Ongoing development, with support to keep relevant accreditations up to date and develop your career over time

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📌 Associate (Adelaide)
🏢 Rashi Joshi
📍 Adelaide