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.
The firm is continuing to grow, with a number of Associate opportunities now available across Sydney.
Your new role
There are multiple Sydney-based Associate roles available, including career Associate and experienced Associate positions.
Depending on the team, you may support individual Advisers or work as part of a broader Adviser team, providing high-touch client service and day-to-day support across sophisticated client portfolios.
Duties will include:
Support experienced Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs
Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration
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 solid focus on service and accuracy
Proactively manage annual reviews, risk profile renewals and expiring documentation
What you'll need to succeed
For Associate roles, candidates with 1 to 2 years financial services or corporate experience will be considered
For Career Associate roles, ideally 3 to 5 years experience in wealth management or adviser support
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 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 get in return
Permanent and 24 month contract opportunities available with an established private wealth firm
Competitive salary package, aligned to experience plus an annual Associate bonus opportunity
Exposure to HNW and UHNW clients, family offices and a high-quality advisory environment
A collaborative team culture, approachable management and strong long-term career pathways
Hybrid working arrangements available, with two days per week working from home
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📌 Associate (New South Wales)
🏢 Rashi Joshi
📍 New South Wales