Your new company
Be part of the world's largest family owned wealth management and asset management group. This structure provides deep trusted relationships of a local firm with the scale, strength and security of a multinational. They offer sophisticated portfolios & global investment solutions to HNW, UHNW and family offices. We are looking for an experienced wealth management professional based in Sydney to join the team to support experienced Investment Advisors.
Your new role
Conduct onboarding of clients including account opening, as well as ongoing account maintenance and portfolio administration
Support 2/3 Advisers through preparation for meetings and follow ups and preparation of proposals, pitch documents and review packs
Proactive client management and monitoring including annual reviews and risk profile renewals
Handle settlement obligations such as funds and securities due, cash and asset transfers and corporate action management, quote requests and IPO and Placement coordination
Work closely with clients and internal stakeholders including the Operations team to coordinate stock and cash transfers, corporate actions and international trading execution
What you'll need to succeed
Experience in private wealth management and/or a similar role
Excellent communication, organisation and relationship management skills
High attention to detail, the ability to mufti task and pivot effectively and a desire to work at a high quality
Resourceful, self starter who has the will to learn and a high focus on compliance and service standards
Holds an RG146 or willingness to obtain one
AML and KYC experience is an advantage
What you'll get in return
Work for a well established and recognised brand who is a leader in their market
A competitive salary relative to your experience
Work with seasoned professionals and interesting and complex HNW and UHNW clients
Work from home 2 days per week
Ongoing development with strong development pathways, stability and short decision chains