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.
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The role requires at least 2 years in Wealth Management or skilled services, with AML/KYC experience a plus.
📌 Wealth Management Client Services Associate - Flexible (South Australia)
🏢 LGT Wealth Management Australia
📍 South Australia
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