Associate Adviser
Company Overview
Join a leading wealth management firm partnering with Family Offices and Ultra-High-Net-Worth clients.
This is an opportunity to work in a high-touch environment where your expertise contributes directly to client success and business growth.
Role Overview
We're seeking an Associate Adviser to provide comprehensive support to Investment Advisers and clients.
You'll manage reporting, execute trades, prepare proposals, and ensure seamless onboarding and administration for UHNW portfolios.
Prepare monthly and quarterly performance reports
Execute trade orders and investment transactions
Develop presentations, proposals, and pitch materials
Conduct research on macro-economic, thematic, and stock-specific topics
Manage onboarding, account opening, and portfolio maintenance
Ensure compliance and regulatory reporting obligations are met
Liaise with Operations for cash/stock transfers and corporate actions
Provide proactive client management and timely updates
Assist with client meetings, documentation, and follow-up
Coordinate client functions and marketing events
Skills & Experience
Degree qualified in Finance or related discipline
RG146 accreditation (or willingness to obtain quickly)
Minimum 2 years' experience in a similar role within Wealth Management
Strong knowledge of compliance, AML/KYC processes
Excellent communication and organisational skills
Ability to manage multiple priorities and deliver high-quality outcomes
What's on Offer
Work with prestigious Family Office and UHNW clients
Career development tailored to your role and future pathway
Collaborative and inclusive team culture
Exposure to complex investment strategies and high-value portfolios
Click 'APPLY' or contact Shauna Callaghan on or email .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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