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