10 Sep
|
Focus Financial Partners
|
New South Wales
10 Sep
Focus Financial Partners
New South Wales
Job Description
Escala, Focus Partners Australia seeks an Associate, Wealth Management in Sydney to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and managing portfolio transactions to ensure a premier client experience.
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You will assist with meeting preparation, client inquiries, and portfolio reporting while maintaining robust records and compliance with the firm's policies.
📌 Wealth Advisory Associate -- Client & Portfolio Support (New South Wales)
🏢 Focus Financial Partners
📍 New South Wales