Our client, a Leading Wealth Management firm, is seeking a driven and motivated Associate to join their growing business. This role is an excellent opportunity for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.

About the Role

The responsibilities of this role include:

- Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
- Work with the Advisor to maintain client portfolios on a regular basis. This includes providing timely advice to clients, reassessing clients' financial objectives, and revising clients investment strategies inline with their financial objectives
- Market-related tasks; providing accurate market information to clients




- Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc)
- Assist the Investment Advisers with preparation of investment proposals, recent pitch documents, review documents as required
- Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager

To be considered for this role you will:

- Degree qualified in Finance or related disciplines desirable
- Previous wealth management, financial planning, operations experience is desirable
- Highly motivated and self-directed
- Possess full Australian working rights

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📌 Wealth Management Associate (Sydney)
🏢 Waratah Recruitment Partners
📍 Sydney