Your new companyYour 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 environment.
The role is initially offered as a 12-month contract, with robust potential for extension and the possibility of a permanent chance for the right individual.Your new roleAs 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 serviceSupporting predominantly Mandarin-speaking clients and stakeholdersAssisting with client onboarding and account establishmentPreparing client documentation and maintaining accurate recordsManaging AML, KYC and compliance requirementsAssisting with portfolio reporting and client review preparationProcessing asset transfers, cash transfers and account maintenance requestsSupporting corporate actions,



stock settlements and investment transactionsLiaising with internal teams to ensure timely completion of client requestsBuilding strong working relationships with advisers and clientsSupporting ongoing process improvement initiatives and operational efficienciesWhat you'll need to succeedFluent Mandarin language skills, both written and spokenCantonese language skills will be highly regardedA Bachelor's or Master's degree in Finance, Business, Commerce, Economics or a related disciplineIdeally, 1 to 5 years of experience in wealth management, private wealth, private banking, financial planning, asset management, funds management or investment bankingStrong communication and presentation skillsHigh attention to detail and strong organisational abilitiesExposure to client onboarding, portfolio administration or investment operationsRG146 qualification, or a willingness to obtain itFull Australian working rights, Australian Permanent Residency, Partner Visa or a suitable visa with more than 12 months remaining validityWhat you'll get in returnCompetitive daily rate of $384–$400 + Super (roughly $95k to $105k + Super per annum).
Exposure to a leading global wealth management environmentMentoring and development from experienced Financial AdvisersOpportunity to build relationships with high-net-worth clientsMelbourne CBD locationHybrid working arrangement with four days per week in the officeStrong possibility of contract extension or pathway into a permanent positionExcellent long-term career development opportunities within wealth management and advisory services
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📌 Client Servicing Manager (Mandarin Speaking) (Melbourne)
🏢 Rashi Joshi
📍 Melbourne