Senior Wealth Advisory Associate – Private Wealth (Sydney)

Senior Wealth Advisory Associate – Private Wealth (Sydney)

21 Sep
|
LGT Wealth Management
|
Sydney

21 Sep

LGT Wealth Management

Sydney

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 solid MS Office skills

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📌 Senior Wealth Advisory Associate – Private Wealth (Sydney)
🏢 LGT Wealth Management
📍 Sydney

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