Wealth Management Associate: Client & Portfolio Support (Adelaide)

Wealth Management Associate: Client & Portfolio Support (Adelaide)

28 Aug
|
LGT Wealth Management Australia
|
Adelaide

28 Aug

LGT Wealth Management Australia

Adelaide

LGT Wealth Management Australia is seeking an Associate to provide support to Investment Advisers through administration, client management, and marketing activities to ensure an optimal client service experience aligned with our objectives and values.

Your responsibilities include onboarding, settlement coordination, and close collaboration with clients and internal teams to resolve queries and maintain records, while supporting annual reviews and compliance documentation.

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📌 Wealth Management Associate: Client & Portfolio Support (Adelaide)
🏢 LGT Wealth Management Australia
📍 Adelaide

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