Job Description

Your recent company

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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.

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Your new role

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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.

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Duties will include:

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- Support experienced Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs
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- Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration
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- Manage settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
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- Work closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth Management
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- Coordinate cash and stock transfers, corporate actions and international trading execution
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- Assist with client queries, routine account issues and documentation updates,



with a strong focus on service and accuracy
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- Proactively manage annual reviews, risk profile renewals and expiring documentation
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What you'll need to succeed

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- For Associate roles, candidates with 1 to 2 years financial services or corporate experience will be considered
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- For Career Associate roles, ideally 3 to 5 years experience in wealth management or adviser support
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- Strong client service, communication and relationship management skills
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- High attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environment
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- A resourceful, self-starting approach with a high focus on compliance and service standards
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- Experience with AML/KYC, client onboarding or account maintenance would be highly regarded
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- RG146 is desirable but not essential, with the expectation it can be obtained if not already held
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- Candidates from investment operations, investment banking, M&A;, Big 4, tax, accounting or broader financial services backgrounds may also be considered
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What you get in return

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- Permanent and 24 month contract opportunities available with an established private wealth firm
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- Competitive salary package, aligned to experience plus an annual Associate bonus opportunity
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- Exposure to HNW and UHNW clients, family offices and a high-quality advisory environment
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- A collaborative team culture, approachable management and strong long-term career pathways
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- 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