Job Description
n
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.
n
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.
n
J-*-Ljbffr
📌 Wealth Management Associate Client Advisory Support New South Wales
🏢 Focus Partners
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.