Senior Wealth Advisory Associate – Private Wealth (New South Wales)

Senior Wealth Advisory Associate – Private Wealth (New South Wales)

21 Sep
|
LGT Wealth Management
|
New South Wales

21 Sep

LGT Wealth Management

New South Wales

LGT Wealth Management in Sydney seeks an Experienced Associate to join our Advisory team, providing senior support to Investment Advisers and managing complex client matters with autonomy. You will oversee onboarding, portfolio administration, and cross-border activities, collaborating with advisers, mentoring juniors, and helping refine client service processes within Avaloq.

A finance degree and RG146 accreditation are preferred, with 4+ years in wealth management and robust MS Office skills

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📌 Senior Wealth Advisory Associate – Private Wealth (New South Wales)
🏢 LGT Wealth Management
📍 New South Wales

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