Associate -Private Wealth Management

Associate | Private Wealth Management | Melbourne

Permanent opportunity | Career Associate role | Adviser pathway available

• Associate role available in Melbourne within an established Private Wealth team
• Work with HNW and UHNW clients, family offices and experienced Investment Advisers
• Join a leading private wealth management firm with strong career pathways
• Suited to candidates from wealth, investments, operations, professional services or broader financial services

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 and is now seeking one Melbourne-based Associate to join an established Adviser team.

Your new role

This is a Melbourne-based Associate position supporting experienced Investment Advisers with high-touch client service and day-to-day portfolio support. You will work closely with Advisers, clients and internal teams to ensure client portfolios, documentation and administration are managed accurately and efficiently.

Your responsibilities will include

• Supporting experienced Advisers with meeting preparation, follow-up actions, proposals, pitch documents and review packs
• Assisting with client onboarding, account opening, ongoing account maintenance and portfolio administration
• Managing settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
• Working closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth Management
• Coordinating cash and stock transfers, corporate actions and international trading execution
• Assisting with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy
• Proactively managing annual reviews, risk profile renewals and expiring documentation
• Maintaining client records and files accurately across internal systems

What you'll need to succeed

To be successful in this role, you will ideally have experience in private wealth management, stockbroking, investment advice support, investment operations or a similar financial services environment.

The role may also suit someone with strong financial services, corporate, professional services or investment operations experience who is looking to build a long-term career in private wealth

You will bring

• Experience in private wealth management, stockbroking, investment advice support or a similar financial services role
• Ideally 1 to 3 years of relevant financial services or corporate experience
• Strong client service, communication and relationship management skills
• High attention to detail and strong organisational skills
• The ability to prioritise work in a fast-paced and client-focused environment
• A resourceful, self-starting approach with a strong focus on compliance and service standards
• Experience with AML/KYC, client onboarding or account maintenance, which would be highly regarded
• RG146, which 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.

Career development

This role offers a genuine long-term career pathway within private wealth management.

Depending on your experience and career goals, there may be opportunities over time to progress into Associate Adviser or Adviser pathways. You will gain exposure to sophisticated clients, experienced Advisers, complex portfolio work and a broad range of investment products and services.

There may also be future opportunities for internal mobility across projects, investment products, operations and other areas of the business.

What you'll get in return

You will be joining an established private wealth firm in a permanent Melbourne-based role, with access to high-quality clients, experienced Advisers and a professional team environment.

You will receive:

• A permanent opportunity with an established private wealth firm
• Competitive salary package, aligned to experience
• Annual Associate bonus opportunity
• Exposure to HNW and UHNW clients, family offices and a high-quality advisory environment
• A collaborative team culture and approachable management
• Strong long-term career pathways
• Hybrid working arrangements may be available, depending on the Adviser team

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 Sam Puddephatt at Sign in to view email. 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.