About Us
We are a boutique private wealth management firm located in the heart of Chatswood, Sydney. Specialising in tailored financial planning and wealth advisory services, we pride ourselves on delivering exceptional, personalised client experiences in a supportive and professional environment. Our team is dedicated to helping high-net-worth individuals and families achieve their financial goals.
As we continue to grow, we're looking for a motivated, detail-oriented, and client-focused individual to join us as a Private Wealth Associate. This is an entry to mid-level opportunity for someone passionate about finance, administration, and delivering outstanding customer service. Fresh graduates are warmly encouraged to apply.
Key Responsibilities
* Perform clerical and administrative tasks to support daily operations.
* Manage and maintain our CRM system to ensure accurate and up-to-date client records.
* Handle accurate and efficient data entry.
* Manage phone calls and email correspondence with fund managers and other external parties.
* Assist in coordinating and facilitating client events, seminars, and workshops (including logistics and follow-ups).
* Support social media management to enhance our firm's online presence and client engagement.
Ideal Candidate Profile
* Exceptional interpersonal and communication skills, with a warm, professional, and empathetic approach when dealing with clients and colleagues.
* Cultural understanding and fluency in Mandarin and/or Cantonese are highly regarded, to better connect with our diverse client base.
* Highly organised and detail-oriented, able to manage multiple tasks with accuracy in a fast-paced environment.
* Strong relationship-building abilities, comfortable engaging with high-net-worth clients and external stakeholders.
* Service-oriented mindset – genuinely enjoys supporting others and delivering a positive client experience.
* Proactive and adaptable, with a positive attitude and eagerness to contribute to team success.
* Proficiency in social media management and digital tools is preferred, particularly for creating engaging content.
* Financial background or relevant qualifications (e.g., finance, business, accounting) are advantageous.
* Prior client service experience in a professional setting is preferred.
Why Join Us?
* Be part of a close-knit, boutique firm where your contributions make a real difference.
* Supportive and collaborative team culture with a focus on work-life balance and professional growth.
* Opportunities for career progression in private wealth management.
* Competitive remuneration package tailored to your experience.
If you're enthusiastic about building a career in financial services and thrive on delivering excellent client support, we'd love to hear from you
Please apply with your resume and a brief cover letter explaining why you're a great fit for this role.
We are an equal opportunity employer committed to building a diverse and inclusive team. We encourage applications from candidates of all backgrounds.