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

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

14 Sep
|
Escala
|
New South Wales

14 Sep

Escala

New South Wales

Job Description
Escala Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and handling portfolio transactions while delivering a high-quality client experience.
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You will work closely with Advisors and internal teams across Sydney, ensuring accurate records, timely responses and proactive client service in a quick-paced wealth management environment.

📌 Wealth Management Associate: Client Advisory Support (New South Wales)
🏢 Escala
📍 New South Wales

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