Wealth Management Client Services Associate Flexible Bathurst

Wealth Management Client Services Associate Flexible Bathurst

07 Sep
|
LGT Wealth Management Australia
|
Bathurst

07 Sep

LGT Wealth Management Australia

Bathurst

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 skilled services, with AML/KYC experience a plus.
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📌 Wealth Management Client Services Associate Flexible Bathurst
🏢 LGT Wealth Management Australia
📍 Bathurst

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