Job Description
Your recent company
n
Your new company This is an exciting opportunity 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.
n
Your current role
n
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.
n
Your responsibilities will include:
n
n
Managing client enquiries and delivering a high level of client service
n
Supporting predominantly Mandarin-speaking clients and stakeholders
n
Assisting with client onboarding and account establishment
n
Preparing client documentation and maintaining accurate records
n
Managing AML, KYC and compliance requirements
n
Assisting with portfolio reporting and client review preparation
n
Processing asset transfers, cash transfers and account maintenance requests
n
Supporting corporate actions, stock settlements and investment transactions
n
Liaising with internal teams to ensure timely completion of client requests
n




Building strong working relationships with advisers and clients
n
Supporting ongoing process improvement initiatives and operational efficiencies
n
n
What you'll need to succeed
n
n
Fluent Mandarin language skills, both written and spoken
n
Cantonese language skills will be highly regarded
n
A Bachelor's or Master's degree in Finance, Business, Commerce, Economics or a related discipline
n
Ideally, 1 to 5 years of experience in wealth management, private wealth, private banking, financial planning, asset management, funds management or investment banking
n
Strong communication and presentation skills
n
High attention to detail and strong organisational abilities
n
Exposure to client onboarding, portfolio administration or investment operations
n
RG146 qualification, or a willingness to obtain it
n
Full Australian working rights, Australian Permanent Residency, Partner Visa or a suitable visa with more than 12 months remaining validity
n
n
What you'll get in return
n
n
Competitive daily rate of $384–$400 + Super (roughly $95k to $105k + Super per annum).
n
Exposure to a leading global wealth management workplace
n
Mentoring and development from experienced Financial Advisers
n
Opportunity to build relationships with high-net-worth clients
n
Melbourne CBD location
n
Hybrid working arrangement with four days per week in the office
n
Strong possibility of contract extension or pathway into a permanent position
n
Excellent long-term career development opportunities within wealth management and advisory services
n
#J-*****-Ljbffr

📌 Client Servicing Manager (Mandarin Speaking) (Victoria)
🏢 Rashi Joshi
📍 Victoria