Your new companyThis is an opportunity to join a leading private wealth management firm with a robust 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.
The firm is continuing to grow, with a number of Associate opportunities now available across Sydney.Your new roleThere are multiple Sydney-based Associate roles available, including career Associate and experienced Associate positions.
Depending on the team, you may support individual Advisers or work as part of a broader Adviser team, providing high-touch client service and day-to-day support across sophisticated client portfolios.Duties will include:Support experienced Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packsConduct client onboarding, account opening, ongoing account maintenance and portfolio administrationManage settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placementsWork closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth ManagementCoordinate cash and stock transfers, corporate actions and international trading executionAssist with client queries, routine account issues and documentation updates,



with a strong focus on service and accuracyProactively manage annual reviews, risk profile renewals and expiring documentationWhat you'll need to succeedFor Associate roles, candidates with 1 to 2 years financial services or corporate experience will be consideredFor Career Associate roles, ideally 3 to 5 years experience in wealth management or adviser supportStrong client service, communication and relationship management skillsHigh attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environmentA resourceful, self-starting approach with a high focus on compliance and service standardsExperience with AML/KYC, client onboarding or account maintenance would be highly regardedRG146 is desirable but not essential, with the expectation it can be obtained if not already heldCandidates from investment operations, investment banking, M&A;, Big 4, tax, accounting or broader financial services backgrounds may also be consideredWhat you get in returnPermanent and 24 month contract opportunities available with an established private wealth firmCompetitive salary package, aligned to experience plus an annual Associate bonus opportunityExposure to HNW and UHNW clients, family offices and a high-quality advisory environmentA cooperative team culture, approachable management and strong long-term career pathwaysHybrid working arrangements available, with two days per week working from home
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📌 Associate (New South Wales)
🏢 Rashi Joshi
📍 New South Wales