Job Description

Join LGT Wealth Management, one of Australia's leaders in private wealth advice and part of the world's largest family-owned wealth management group.

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As an Experienced Associate in our Advisory team, you'll take on a senior support role alongside Investment Advisers, drawing on your established expertise to deliver exceptional service to high net worth and ultra-high net worth clients. You'll be trusted to manage complex client matters with a high degree of autonomy, act as a key point of escalation, and help guide and mentor more junior members of the team.

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This is an ideal role for someone who has already built a strong foundation in wealth management, thrives on solving complex problems independently, and wants to deepen client relationships while being part of a collaborative, values-driven environment. You'll gain exposure to sophisticated portfolios, global investment solutions, and a business that genuinely values long-term thinking, trust, and sustainable success.

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Your Responsibilities

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- Independently manage the end-to-end onboarding of new clients, account openings and complex portfolio administration, exercising sound judgement on non-standard cases.
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- Take ownership of key client activities including cash and stock transfers, corporate actions, margin calls, settlements,



and international trading — identifying and resolving issues before they escal...
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- Partner closely with Investment Advisers on higher-value and more complex client relationships, preparing and quality-checking meeting materials, investment proposals, pitch documents and review packs.
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- Act as a trusted point of contact for clients on more sensitive or complicated matters, escalating judiciously and coaching junior Associates on best practice.
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- Maintain and oversee the accuracy of client files and records within Avaloq, ensuring compliance standards are met and helping to strengthen team processes and controls.
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- Liaise daily with clients, internal teams and external providers, taking the lead in resolving more complex queries and delivering a seamless service experience.
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- Proactively monitor and manage key client milestones such as annual reviews, documentation updates and risk profile renewals, and help design better ways to track these across the team.
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- Mentor and support the development of junior Associates, sharing knowledge and helping to onboard current team members.
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- Lead coordination of client functions and marketing events, working with minimal oversight.
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📌 Associate (Experienced) (New South Wales)
🏢 Lgt
📍 New South Wales