Job Description

Your new company

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Your new company This is an exciting prospect 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 opportunity for the right individual.

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Your new role

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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.

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Your responsibilities will include:

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- Managing client enquiries and delivering a high level of client service
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- Supporting predominantly Mandarin-speaking clients and stakeholders
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- Assisting with client onboarding and account establishment
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- Preparing client documentation and maintaining accurate records
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- Managing AML, KYC and compliance requirements
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- Assisting with portfolio reporting and client review preparation
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- Processing asset transfers, cash transfers and account maintenance requests
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- Supporting corporate actions, stock settlements and investment transactions
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- Liaising with internal teams to ensure timely completion of client requests
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- Building strong working relationships with advisers and clients
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- Supporting ongoing process improvement initiatives and operational efficiencies
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What you'll need to succeed

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- Fluent Mandarin language skills, both written and spoken
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- Cantonese language skills will be highly regarded
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- A Bachelor's or Master's degree in Finance, Business, Commerce, Economics or a related discipline
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- Ideally, 1 to 5 years of experience in wealth management, private wealth, private banking, financial planning, asset management, funds management or investment banking
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- Strong communication and presentation skills
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- High attention to detail and strong organisational abilities
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- Exposure to client onboarding, portfolio administration or investment operations
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- RG146 qualification, or a willingness to obtain it
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- Full Australian working rights, Australian Permanent Residency, Partner Visa or a suitable visa with more than 12 months remaining validity
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What you'll get in return

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- Competitive daily rate of $384–$400 + Super (roughly $95k to $105k + Super per annum).
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- Exposure to a leading global wealth management environment
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- Mentoring and development from experienced Financial Advisers
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- Opportunity to build relationships with high-net-worth clients
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- Melbourne CBD location
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- Hybrid working arrangement with four days per week in the office
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- Strong possibility of contract extension or pathway into a permanent position
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- Excellent long-term career development opportunities within wealth management and advisory services
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📌 Client Servicing Manager (Mandarin Speaking) (Victoria)
🏢 Rashi Joshi
📍 Victoria