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Private wealth associate: path to investment advisor

Melbourne
Sustainrecruit
Investment Analyst
Posted: 13 December
Offer description

A leading wealth management organization is seeking a dedicated Associate to support experienced Investment Advisers in Melbourne. The ideal candidate will act as the first point of contact for clients, ensuring exceptional service and managing documentation efficiently. This role offers a defined pathway for professional growth within a collaborative environment that values client-centric service and diversity. Join a high-performing team and contribute to delivering personalized advice and support.
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