Job description

Your new company

This is an exciting opportunity to join a highly regarded global financial services organisation with a strong presence in wealth management and investment services. Supporting a team of experienced Financial Advisers, you will work with a sophisticated client base, including Mandarin-speaking high-net-worth individuals and families.

Located in Melbourne CBD, this position offers exposure to investment markets, portfolio management and wealth advisory services within a collaborative and professional environment. The role is initially offered as a 12-month contract, with strong potential for extension and the possibility of a permanent opportunity for the right individual.

Your new role

As a Client Service Manager, you will support two to three Financial Advisers and act as a key point of contact for clients across a range of administrative, relationship management and investment support activities. Your responsibilities will include:

• Managing client enquiries and delivering a high level of client service

• Supporting predominantly Mandarin-speaking clients and stakeholders

• Assisting with client onboarding and account establishment

• Preparing client documentation and maintaining accurate records

• Managing AML, KYC and compliance requirements

• Assisting with portfolio reporting and client review preparation

• Processing asset transfers, cash transfers and account maintenance requests

• Supporting corporate actions, stock settlements and investment transactions

• Liaising with internal teams to ensure timely completion of client requests

• Building strong working relationships with advisers and clients

• Supporting ongoing process improvement initiatives and operational efficiencies
  

What you'll need to succeed

• Fluent Mandarin language skills, both written and spoken
• Cantonese language skills will be highly regarded
• A Bachelor's or Master's degree in Finance, Business, Commerce, Economics or a related discipline
• Ideally, 1 to 5 years of experience in wealth management, private wealth, private banking, financial planning, asset management, funds management or investment banking
• Strong communication and presentation skills
• High attention to detail and strong organisational abilities
• Exposure to client onboarding, portfolio administration or investment operations
• RG146 qualification, or a willingness to obtain it
• Full Australian working rights, Australian Permanent Residency, Partner Visa or a suitable visa with more than 12 months remaining validity

What you'll get in return

• Competitive daily rate of $384–$400 + Super (roughly $95k to $105k + Super per annum).

• Exposure to a leading global wealth management environment

• Mentoring and development from experienced Financial Advisers

• Opportunity to build relationships with high-net-worth clients

• Melbourne CBD location

• Hybrid working arrangement with four days per week in the office

• Strong possibility of contract extension or pathway into a permanent position

• Excellent long-term career development opportunities within wealth management and advisory services

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 contact Sam Puddephatt on now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.