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

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

24 Sep
|
Focus Partners
|
New South Wales

24 Sep

Focus Partners

New South Wales

Job Description
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Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and assisting with portfolio transactions to deliver a high-quality client experience. The role is based in Sydney, NSW.
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You will work closely with Advisors and internal teams to manage the advice lifecycle, prepare client materials, and ensure timely, accurate reporting and onboarding support.
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📌 Wealth Management Associate - Client Advisory Support (New South Wales)
🏢 Focus Partners
📍 New South Wales

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