Our client, a Leading Wealth Management firm, is seeking a driven and motivated Associate to join their growing business. This role is an excellent prospect for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.

About the Company Our client, a Leading Wealth Management firm, is seeking a driven and motivated Associate to join their growing business. This role is an excellent opportunity for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.

About the Role The responsibilities of this role include - Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients - Work with the Advisor to maintain client portfolios on a regular basis. This includes providing timely advice to clients,



reassessing clients' financial objectives, and revising clients investment strategies inline with their financial objectives - Market-related tasks; providing accurate market information to clients - Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc) - Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required - Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager To be considered for this role you will:

- Degree qualified in Finance or related disciplines desirable - Previous wealth management, financial planning, operations experience is desirable - Highly motivated and self-directed - Possess full Australian working rights

📌 Wealth Management Associate (Sydney)
🏢 Waratah Recruitment Partners
📍 Sydney