Wealth Management Client Services Associate - Flexible (Port Macquarie)

Wealth Management Client Services Associate - Flexible (Port Macquarie)

06 Sep
|
LGT Wealth Management Australia
|
Port Macquarie

06 Sep

LGT Wealth Management Australia

Port Macquarie

LGT Wealth Management Australia is seeking an Associate to support Investment Advisers with client onboarding, portfolio administration, and client management activities. You will coordinate settlements, liaise with clients and internal teams, and prepare meeting materials to ensure a high-quality client service experience.
The role requires at least 2 years in Wealth Management or qualified services, with AML/KYC experience a plus.
#J-*****-Ljbffr

📌 Wealth Management Client Services Associate - Flexible (Port Macquarie)
🏢 LGT Wealth Management Australia
📍 Port Macquarie

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