Wealth Management Assistant
This is a unique opportunity to work in a global financial institution's Australian wealth management/stockbroking department, servicing high net worth clients. As part of the client-facing advisory team, you will be directly supporting private client advisers and the broader investment, product, and services team, as well as operations and support functions.
Key Responsibilities:
- Act as liaison between dealing desk, internal departments, external organisations, service agents, and clients.
- Answer all incoming client calls and respond to client email queries.
- Taking and placing orders.
- Preparation and collation of all information required prior to client meetings including Financial Summary reports, portfolio performance, preferred stock recommendations and research, etc.
- Monitor and liaise with Advisers on any failed settlements and provide daily reports.
- Assisting with settlement queries.
- Assistance with floats/IPOs/placements/corporate actions.
- Post client meetings, work with Advisers regarding action points, delegation of these action points and ensuring these are all completed.
- Provide advisers with post meeting email to ensure clients are continually updated.
- Quoting market prices on indices, ordinary shares and options.
- Management of upcoming corporate actions, floats, IPOs.
- Liaising with Advisers regarding details, timeline and participation in corporate actions.
Desired Qualifications and Experience:
- 2+ years equity operations, client services, or (ideally) prior desk/advisor assistant experience within the stockbroking/wealth management industry.
- Tertiary degree – Bachelor's Degree or higher – within a related discipline.
- RG 146 qualification – if not held already then a requirement to study towards.
- AML/KYC experience, as well as strong MS Office skills an advantage.
- Excellent numeracy and communication skills, both written and spoken, when speaking to HNW clients.
- High attention to detail and organisational skills.
- Ability to work under pressure and to tight timeframes within a team.
- Excellent organisational and time management skills, with a proven ability to multi-task in a fast-paced environment.
This is a great opportunity to join a highly reputable and respected global wealth manager.