Your new companyThis is an opportunity to join a leading private wealth management firm with a solid 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 and is now seeking one Melbourne-based Associate to join an established Adviser team.Your new roleThis is a Melbourne-based Associate position supporting experienced Investment Advisers with high-touch client service and day-to-day portfolio support.
You will work closely with advisers, clients and internal teams to ensure client portfolios, documentation and administration are managed accurately and efficiently.Your responsibilities will include:Supporting experienced advisers with meeting preparation, follow-up actions, proposals, pitch documents and review packsAssisting with client onboarding, account opening, ongoing account maintenance and portfolio administration.Managing settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placementsWorking closely with clients, advisers and internal teams, including Operations, Investment Solutions, Financial Planning and Wealth ManagementCoordinating cash and stock transfers, corporate actions and international trading executionAssisting with client queries, routine account issues and documentation updates, with a strong focus on service and accuracyProactively managing annual reviews,



risk profile renewals and expiring documentationMaintaining client records and files accurately across internal systemsWhat you'll need to succeedExperience in private wealth management, stockbroking, investment advice support or a similar financial services roleIdeally 1 to 3 years of relevant financial services or corporate experienceStrong client service, communication and relationship management skillsHigh attention to detail and strong organisational skillsThe ability to prioritise work in a fast-paced and client-focused environmentA resourceful, self-starting approach with a strong focus on compliance and service standardsExperience with AML/KYC, client onboarding or account maintenance, which would be highly regardedRG146, which 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'll get in returnYou will be joining an established private wealth firm in a permanent Melbourne-based role, with access to high-quality clients, experienced advisers and a professional team environment.A permanent opportunity with an established private wealth firmCompetitive salary package, aligned to experienceAnnual Associate bonus opportunityExposure to HNW and UHNW clients, family offices and a high-quality advisory environmentA collaborative team culture and approachable managementStrong long-term career pathwaysHybrid working arrangements may be available, depending on the adviser team
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📌 Associate – Private Wealth Management (Melbourne)
🏢 Rashi Joshi
📍 Melbourne