15 Sep
|
Focus Partners
|
Sydney
15 Sep
Focus Partners
Sydney
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.
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.
#J-18808-Ljbffr
📌 Wealth Management Associate — Client Advisory Support (Sydney)
🏢 Focus Partners
📍 Sydney