Wealth Management Associate -- Client Advisory Support (New South Wales)

Wealth Management Associate -- Client Advisory Support (New South Wales)

15 Sep
|
Focus Partners
|
New South Wales

15 Sep

Focus Partners

New South Wales

Job Description

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and assisting with portfolio transactions to deliver a high-quality client experience. The role is based in Sydney, NSW.

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You will work closely with Advisors and internal teams to manage the advice lifecycle, prepare client materials, and ensure timely, accurate reporting and onboarding support.

📌 Wealth Management Associate -- Client Advisory Support (New South Wales)
🏢 Focus Partners
📍 New South Wales

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