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 strong 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, robust 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 opportunity 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