Dealer's Assistant role reporting directly to the Senior Investment Adviser.
The successful candidate must have Chinese language skills: speaking and reading.
Previous work experience is not required, and graduates are welcome to apply.
Key responsibilities
Liaising between clients, advisors and the middle office team
Responding to client queries and requests both written and verbal in Chinese and English
Opening and maintaining client accounts (equities, derivatives, international, SMA's) and ensuring all information is accurate and meets minimum regulatory obligations
Daily use of various market systems and platforms, Agility (client account management system), Praemium (Portfolio Administration system)
Placing Buy/Sell execution only orders in both the local and international markets as requested by clients or advisors, reporting trades as instructed and managing FX
Ensuring trades are settled, monitoring daily equity and option debtors
Move cash from accelerator accounts to CMA
Organise outgoing correspondence – mail outs,



change in address, change in registration of security holdings, change in name, update banking etc.
Assist in preparing and sending research notes, client reports, portfolio reviews and presentations
Maintaining and updating the client database and files
About you
Chinese language skills: speaking and reading
Previous work experience is not required
About us
Shaw and Partners Financial Services is one of Australasia's leading investment and wealth management firms.
With a growing footprint across Australia and Current Zealand, and over $50 billion in assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International.
At Shaw and Partners we offer tailored advice and investment solutions, financial planning and corporate advisory services.
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📌 Dealers Assistant (Melbourne)
🏢 Shaw and Partners
📍 Melbourne