Your new company Your new company This is an exciting opportunity to join a highly regarded global financial services organisation with a strong presence in wealth management and investment services. Supporting a team of experienced Financial Advisers, you will work with a sophisticated client base, including Mandarin-speaking high-net-worth individuals and families.Located in Melbourne CBD, this position offers exposure to investment markets, portfolio management and wealth advisory services within a collaborative and professional setting. The role is initially offered as a 12-month contract, with strong potential for extension and the possibility of a permanent opportunity for the right individual.

Your new role As a Client Service Manager, you will support two to three Financial Advisers and act as a key point of contact for clients across a range of administrative, relationship management and investment support activities.

Your responsibilities will include

- Managing client enquiries and delivering a high level of client service
- Supporting predominantly Mandarin-speaking clients and stakeholders
- Assisting with client onboarding and account establishment
- Preparing client documentation and maintaining accurate records
- Managing AML, KYC and compliance requirements
- Assisting with portfolio reporting and client review preparation
- Processing asset transfers, cash transfers and account maintenance requests
- Supporting corporate actions, stock settlements and investment transactions
- Liaising with internal teams to ensure timely completion of client requests




- Building strong working relationships with advisers and clients
- Supporting ongoing process improvement initiatives and operational efficiencies What you’ll need to succeed - Fluent Mandarin language skills, both written and spoken
- Cantonese language skills will be highly regarded
- A Bachelor's or Master's degree in Finance, Business, Commerce, Economics or a related discipline
- Ideally, 1 to 5 years of experience in wealth management, private wealth, private banking, financial planning, asset management, funds management or investment banking
- Strong communication and presentation skills
- High attention to detail and strong organisational abilities
- Exposure to client onboarding, portfolio administration or investment operations
- RG146 qualification, or a willingness to obtain it
- Full Australian working rights, Australian Permanent Residency, Partner Visa or a suitable visa with more than 12 months remaining validity What you’ll get in return - Competitive daily rate of $384–$400 + Super (roughly $95k to $105k + Super per annum).
- Exposure to a leading global wealth management environment
- Mentoring and development from experienced Financial Advisers
- Opportunity to build relationships with high-net-worth clients
- Melbourne CBD location
- Hybrid working arrangement with four days per week in the office
- Strong possibility of contract extension or pathway into a permanent position
- Excellent long-term career development opportunities within wealth management and advisory services

📌 Client Servicing Manager (Mandarin Speaking) (Melbourne)
🏢 Rashi Joshi
📍 Melbourne