Job Description

LGT Wealth Management was formed around a explicit and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

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With a shared passion for building an uncompromised business – we created something new from the ground up.A chance to leave behind the things that weren't working, while enhancing the things that were.Our authentic and personalised client-first commitment.Our entrepreneurial spirit.Our focus in best-in-class advice.And our intimate understanding of the Australian private wealth landscape.

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In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

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About the Opportunity
n Join LGT Wealth Management, one of Australia's leaders in private wealth advice and part of the world's largest family-owned wealth management group.

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As an Associate in our Advisory team, you'll play a pivotal role supporting Investment Advisers to deliver exceptional service to high net worth and ultra-high net worth clients.

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This is an ideal role for someone who enjoys solving problems, working closely with clients, and being part of a collaborative, values driven environment. You'll gain exposure to sophisticated portfolios, global investment solutions, and a business that genuinely values long term thinking, trust, and sustainable success.

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Please note, this is a 24-month Fixed Term Opportunity.

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Your Responsibilities

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Manage the onboarding of new clients, account openings and day to day portfolio administration.

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Coordinate key client activities including cash and stock transfers, corporate actions, margin calls, settlements, and international trading.

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Support Investment Advisers by preparing meeting materials, investment proposals, pitch documents and review packs.

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Maintain accurate client files and records within Avaloq while ensuring compliance standards are met.

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Liaise daily with clients, internal teams and external providers to resolve queries and deliver a seamless service experience.

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Proactively monitor key client milestones such as annual reviews, documentation updates and risk profile renewals.

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Assist in coordination of client functions and marketing events

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About You

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2+ years' experience in wealth management or a similar client facing financial services role.

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Strong organisational skills, high attention to detail and the ability to juggle competing priorities.

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Excellent communication skills and a genuine client first mindset.

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Comfort working in a fast-paced environment with a proactive, resourceful and solutions-oriented approach.

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Why You'll Love This Role

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A value driven, purpose led culture- At LGT Wealth Management, our long-term ownership model means stability, integrity and a commitment to sustainable success — for clients and for our people.

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Exposure to global capability and sophisticated investing- Work with world‐class advisers, gain insight into private markets, sustainable investing and intergenerational wealth strategies as part of a global wealth management network.

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A team that wins together- Collaboration is one of our core values. You'll be surrounded by people who back you, share knowledge generously, and celebrate both individual and collective achievements.

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LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

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LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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📌 Associate (Victoria)
🏢 LGT Wealth Management
📍 Victoria