Job Description
LGT Wealth Management was formed around a explicit and uncompromising vision - to bring global best practice in building institutional quality investment portfolios to Australian clients.
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With a shared passion for building an uncompromised business - we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.
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In **** we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
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As Associate, you will provide support to the Investment Advisers in co-ordination of administration and client management and marketing activities to ensure optimal client service experience in line with LGT Wealth Management's business objectives and values.
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Your Responsibilities
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Manage client onboarding, account opening, and ongoing administration of client portfolios.
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Coordinate settlement activities including cash and stock transfers, corporate actions, asset transfers, margin calls, and IPO/placement administration.
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Liaise with clients, Advisers, Operations, and other internal teams to support account management and resolve client queries.
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Prepare client meeting materials, follow up on actions, and maintain accurate client records and documentation.
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Proactively support client servicing by ensuring annual reviews, risk profile updates, and compliance documentation are completed on time.
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Assist Investment Advisers with portfolio administration, investment proposals, review documents, and service delivery reporting.
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Provide general administrative support including correspondence management, phone support, email management, and data entry.
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Support client functions, marketing events, and broader team initiatives as required, including reception and office support when needed.
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About You
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A minimum of 2 years' experience in a similar role within Wealth Management or Professional Services and a proven aptitude to learn new skills.
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Anti-Money Laundering / Know Your Client experience an advantage.
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Degree qualified in Finance or related disciplines desirable. RG146 accreditation or equivalent (or willingness to work towards obtaining). Level 1 & Level 2 Derivatives accreditation is advantageous but not a must.
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Experience with Avaloq is beneficial but not essential.
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Proficiency with Microsoft Teams and Microsoft Teams Event Planner.
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What's in it For You?
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Competitive salary package
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Opportunity to participate in a discretionary bonus program
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Flexible working environment
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Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)
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LGT Wealth Management is committed to the ongoing development of their employees.
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LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

📌 Associate (South Australia)
🏢 LGT Wealth Management Australia
📍 South Australia