LGT Wealth Management, a leader in private wealth advice in Australia, is seeking an Experienced Associate for its Advisory team. You will support Investment Advisers, manage complex client matters with autonomy, and mentor junior team members.
In this role you will handle onboarding, complex portfolio administration, cash and stock transfers, and collaborate on investment proposals and client reviews. A client-first mindset and a drive for long-term relationships underpin every activity.
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📌 Senior Wealth Advisory Associate (Sydney)
🏢 Lgtwm
📍 Sydney