Job Description

Your new 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.

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The firm is continuing to grow and is now seeking one Melbourne-based Associate to join an established Adviser team.

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Your new role

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This is a Melbourne-based Associate position supporting experienced Investment Advisers with high-touch client service and day-to-day portfolio support. You will work closely with advisers, clients and internal teams to ensure client portfolios, documentation and administration are managed accurately and efficiently.

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Your responsibilities will include:

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- Supporting experienced advisers with meeting preparation, follow-up actions, proposals, pitch documents and review packs
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- Assisting with client onboarding, account opening, ongoing account maintenance and portfolio administration.
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- Managing settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
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- Working closely with clients, advisers and internal teams, including Operations, Investment Solutions, Financial Planning and Wealth Management
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- Coordinating cash and stock transfers, corporate actions and international trading execution
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- Assisting with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy
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- Proactively managing annual reviews,



risk profile renewals and expiring documentation
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- Maintaining client records and files accurately across internal systems
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What you'll need to succeed

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- Experience in private wealth management, stockbroking, investment advice support or a similar financial services role
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- Ideally 1 to 3 years of relevant financial services or corporate experience
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- Strong client service, communication and relationship management skills
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- High attention to detail and strong organisational skills
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- The ability to prioritise work in a fast-paced and client-focused environment
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- A resourceful, self-starting approach with a strong focus on compliance and service standards
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- Experience with AML/KYC, client onboarding or account maintenance, which would be highly regarded
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- RG146, which 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'll get in return

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You will be joining an established private wealth firm in a permanent Melbourne-based role, with access to high-quality clients, experienced advisers and a professional team environment.

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- A permanent opportunity with an established private wealth firm
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- Competitive salary package, aligned to experience
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- Annual Associate bonus chance
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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 and approachable management
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- Strong long-term career pathways
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- Hybrid working arrangements may be available, depending on the adviser team
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📌 Associate - Private Wealth Management (Victoria)
🏢 Rashi Joshi
📍 Victoria