Job Description

Your new company

n

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. You will be joining a professional, high-performing environment where client service, attention to detail and long-term relationships are highly valued.

n

Your current role

n

This is an Adelaide-based Associate position on a 24 month fixed term contract, supporting two Investment Advisers. The role would suit an experienced Associate, ideally with 3 to 5 years in a similar wealth management or financial services support role.

n

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




- Proactively manage annual reviews, risk profile renewals and expiring documentation
n

What you'll need to succeed

n
- Experience in private wealth management, stockbroking, investment advice support or a similar financial services role
n
- Ideally 3 to 5 years experience in an Associate or comparable client support role
n
- Strong client service, communication and relationship management skills
n
- High attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environment
n
- A resourceful, self-starting approach with a high focus on compliance and service standards
n
- Experience with AML/KYC, client onboarding or account maintenance would be highly regarded
n
- RG146 accreditation, or willingness to obtain it quickly.
n
- Managed funds and securities capability would be highly regarded
n
- Experience within wealth management or a similar sector is preferred
n

What you get in return

n
- An initial 24 month fixed term contract with an established private wealth firm that has the opportunity to convert to a permanent role
n
- The opportunity to support experienced Advisers and work with sophisticated HNW and UHNW clients within a high-quality, collaborative environment
n
- Exposure to global investment solutions, complex portfolios and a high-quality advisory environment
n
- Two days working from home each week
n
- Ongoing development, with support to keep relevant accreditations up to date and develop your career over time
#J-18808-Ljbffr

📌 Associate (South Australia)
🏢 Rashi Joshi
📍 South Australia