Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Wealth management - associate advisers team lead

Permanent
Anton Murray Consulting
Posted: 20 June
Offer description

Sydney Wealth Management Permanent A Tier 1 global wealth management advisory firm is seeking an experienced candidate to manage a team of Associate Advisers and provide front office and risk support to the business in their Sydney office. As part of the client-facing Advisory team including the Front Office support team, Investment Advisers and Adviser Assistants, this is a broad role providing support to the Chief of Staff, and National Adviser Assistant Manager in Melbourne, as well as supporting the National front office risk manager and the Associates in Sydney office. Key Responsibilities: Team Leading, mentoring, training, recruitment and onboarding the Associate Advisers in the Sydney office Enhancing procedures and processes for the Associates Supporting the First Line risk activities such as maintenance of risk and control registers, and incident management Maintain client advice processes and documentation Assist with Front office Remediation projects Front office support, onboarding advisers to the business Qualifications/Experience Required: Minimum of 4 years’ experience in a similar role within Stockbroking / Wealth Management sector – ideally with prior Dealer Assistant / Associate adviser experience, combined with some risk, KYC, Admin support and / or team leading etc. RG146 accreditation or equivalent Experience and Competencies Desired: Degree qualified in finance or related disciplines desirable. Anti-Money Laundering/Know Your Client experience an advantage. Excellent customer service skills, including written and verbal communication with an ability to influence. Resourceful, self-starter with high work standards and willingness to learn. Strong Microsoft office skills – including Excel, PowerPoint, Word. High level of attention to detail and accuracy with a focus on compliance. Exceptional organisational and prioritisation skills, able to multi-task effectively in a fast-paced environment.

Send an application
Create a job alert
Alert activated
Saved
Save
Similar job
Senior operations analyst (2ic) - equity derivatives
Permanent
Anton Murray Consulting
Similar job
Reconciliations middle office / oversight - manager
Permanent
Anton Murray Consulting
Similar job
Securities lending dealer - associate
Permanent
Anton Murray Consulting
Similar jobs
Anton Murray Consulting recruitment
Home > Jobs > Wealth Management - Associate Advisers Team Lead

About Jobstralia

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by job title
  • Jobs by sector
  • Jobs by company
  • Jobs by location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobstralia - All Rights Reserved

Send an application
Create a job alert
Alert activated
Saved
Save