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 environment.
The role is initially offered as a 12-month contract, with strong potential for extension and the possibility of a permanent chance 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
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📌 Client Servicing Manager (Mandarin Speaking) (Melbourne)
🏢 Rashi Joshi
📍 Melbourne