Wealth Management Associate

Your new company

Join a leading global wealth management and asset management group with an established presence in the Australian private wealth market. The business provides sophisticated portfolios and global investment solutions to HNW, UHNW and family office clients.

Based in Sydney, you’ll join an experienced, close-knit team where people are calm, collaborative and approachable. Senior leaders are highly visible and accessible, creating a genuinely open environment where there are few barriers between teams and senior management.

Your new role

This is a hands-on Associate opportunity for someone who genuinely enjoys being organised, keeping things moving and providing high-quality support to busy Investment Advisers.

You’ll support three Advisers alongside another Associate, with a particular focus on becoming a trusted right-hand to a highly successful senior Adviser with a substantial client portfolio.

You’ll take ownership of:

• Client onboarding, account opening, ongoing account maintenance and portfolio administration
• Preparing proposals, pitch documents, meeting packs and review materials ahead of Adviser and client meetings
• Managing meeting follow-ups and ensuring actions are completed accurately and on time
• Proactively managing client requirements, including annual reviews and risk profile renewals
• Managing settlements, funds and securities due, cash and asset transfers and corporate actions
• Coordinating quote requests, IPOs, placements and international trading execution
• Working closely with clients, Advisers, Operations and other internal stakeholders
• Anticipating what the Advisers and clients need and using your initiative to keep work progressing

What you'll need to succeed

We’re looking for someone who takes real pride in being an excellent Associate.

You’ll be someone who is naturally organised, proactive and comfortable taking ownership rather than waiting to be asked. You enjoy administration, notice what needs to be done and make sure it happens.

Ideally, you’ll bring:

• Experience within private wealth management, wealth operations or a similar Adviser support environment
• Strong organisational skills with the ability to manage competing priorities and a busy workload
• A proactive, self-starting approach and the confidence to use your initiative
• Excellent attention to detail and consistently high standards
• Strong written and verbal communication skills
• A calm, quietly confident and collaborative working style
• RG146, or willingness to obtain it
• AML and KYC experience would be advantageous

This could particularly suit someone who enjoys the Associate function and is looking to build depth and expertise in this area, rather than viewing it simply as a stepping stone into an Adviser position.

What you'll get in return

• Work closely with highly experienced Investment Advisers and sophisticated HNW and UHNW clients
• Become an integral part of a successful Adviser team with genuine responsibility and ownership
• Exposure to senior stakeholders in an unusually accessible working environment
• Join a calm, professional team without the big personalities or hierarchy you can sometimes find within wealth management
• Regular Associate lunches and drinks, giving you the opportunity to build relationships with the wider Associate cohort
• Competitive salary aligned to experience
• For the first six months, you’ll spend a minimum of four days per week in the office to properly embed within the team and role. After this, the minimum is three days per week in the office.