Job description

Your new company

This is an opportunity to join a leading private wealth management firm with a strong presence in the Australian market. The business works with high net worth and ultra-high net worth clients, family offices and purpose-driven organisations, providing tailored advice, sophisticated portfolios and access to global investment solutions. The firm is continuing to grow, with a number of Associate opportunities now available across Sydney.

Your new role

• Support experienced Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs
• Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration
• Manage settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
• Work closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth Management
• Coordinate cash and stock transfers, corporate actions and international trading execution
• Assist with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy
• Proactively manage annual reviews, risk profile renewals and expiring documentation

What you'll need to succeed

• For Associate roles, candidates with 1 to 2 years financial services or corporate experience will be considered
• For Career Associate roles, ideally 3 to 5 years experience in wealth management or adviser support.
• Strong client service, communication and relationship management skills
• High attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environment
• A resourceful, self-starting approach with a high focus on compliance and service standards
• Experience with AML/KYC, client onboarding or account maintenance would be highly regarded
• RG146 is desirable but not essential, with the expectation it can be obtained if not already held
• Candidates from investment operations, investment banking, M&A, Big 4, tax, accounting or broader financial services backgrounds may also be considered

What you'll get in return

• Permanent and 24 month contract opportunities available with an established private wealth firm
• Competitive salary package, aligned to experience plus an annual Associate bonus opportunity
• Exposure to HNW and UHNW clients, family offices and a high-quality advisory environment
• A collaborative team culture, approachable management and strong long-term career pathways
• Hybrid working arrangements available, with two days per week working from home

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or send it to Fiona Russell at