Associate

Support sophisticated HNW & UHNW clients while building your career

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. You will be joining a professional, high-performing environment where client service, attention to detail and long-term relationships are highly valued.
Your new role
This is an Adelaide-based Associate position on a 24 month fixed term contract, supporting two Investment Advisers. The role would suit an experienced Associate, ideally with 3 to 5 years in a similar wealth management or financial services support role.Duties will include:

Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration Support two Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs 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
Experience in private wealth management, stockbroking, investment advice support or a similar financial services roleIdeally 3 to 5 years experience in an Associate or comparable client support roleStrong client service, communication and relationship management skillsHigh attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environmentA resourceful, self-starting approach with a high focus on compliance and service standardsExperience with AML/KYC, client onboarding or account maintenance would be highly regardedRG146 accreditation, or willingness to obtain it quickly. Managed funds and securities capability would be highly regardedExperience within wealth management or a similar sector is preferredWhat you'll get in return
An initial 24 month fixed term contract with an established private wealth firm that has the opportunity to convert to a permanent roleThe opportunity to support experienced Advisers and work with sophisticated HNW and UHNW clients within a high-quality, collaborative environmentExposure to global investment solutions, complex portfolios and a high-quality advisory environmentTwo days working from home each weekOngoing development, with support to keep relevant accreditations up to date and develop your career over timeWhat 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 fiona.russell@hays.com.au.#3004598