Job Description

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LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

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With a shared passion for building an uncompromised business – we created something new from the ground up.A chance to leave behind the things that weren’t working, while enhancing the things that were.Our authentic and personalised client-first commitment.Our entrepreneurial spirit.Our focus in best-in-class advice.And our intimate understanding of the Australian private wealth landscape.

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In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

About the Opportunity n

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.

Your Responsibilities n

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 escalat(e)…

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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 new team members.

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Lead coordination of client functions and marketing events, working with minimal oversight.

About You n

4+ years' experience in wealth management with a track record of taking on increasing responsibility.

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Demonstrated ability to work autonomously, exercise sound judgement on complex or ambiguous matters, and know when to escalat(e)…

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Strong organisational skills,



high attention to detail and the ability to manage competing priorities across multiple senior stakeholders.

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Excellent communication and relationship-building skills, with a genuine client-first mindset and confidence engaging directly with high net worth and ultra-high net worth clients.

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Experience mentoring or supporting the development of junior colleagues is highly regarded.

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Comfortable working in a rapid-paced environment with a proactive, resourceful and solutions-oriented approach.

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Solid Microsoft Office skills (Excel, PowerPoint, Word) and AI proficiency; familiarity with Avaloq or similar platforms is an advantage.

Qualifications n

Degree in Finance or a related discipline (desirable).

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RG146 accreditation or willingness to obtain it quickly.

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AML/KYC or derivatives accreditation considered an advantage.

Why You’ll Love This Role n

A values driven, purpose led culture - At LGT Wealth Management, our long term ownership model means stability, integrity and a commitment to sustainable success — for clients and for our people.

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Exposure to global capability and sophisticated investing - Work with world-class advisers, gain insight into private markets, sustainable investing and intergenerational wealth strategies as part of a global wealth management network.

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A team that wins together - Collaboration is one of our core values. You’ll be surrounded by people who back you, share knowledge generously, and celebrate both individual and collective achievements.

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LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

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LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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📌 Associate (Experienced) (New South Wales)
🏢 LGT Wealth Management
📍 New South Wales