Private Wealth Associate - 24 month Fixed-Term Contract

About the company

This leading Private Wealth firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry.

About the role

In this Private Wealth Associate role, you will partner closely with three Senior Investment Advisers, serving as a trusted point of contact for their ultra high net worth clients.

Your responsibilities will include end-to-end client onboarding, trade execution, stakeholder management (internal and external), preparation of strategic meeting materials and investment proposals, and ensuring compliance standards are met.

This role is a 24 month Fixed Term Contract with the opportunity to become permanent. It is an ideal role for an experienced Client Service Manager, Paraplanner, or Associate seeking to deliver high-touch support to advisers in a high-net-worth wealth management environment.

Demonstrated skills

• Experience working in financial advice / private wealth in a support or paraplanning function
• Ability to build strong relationships with UHNW clients
• Strong communication skills and attention to detail.
• Ability to work in a fast paced environment
• Great understanding of compliance frameworks in the advice industry
• Tertiary qualifications in Finance, Business, Economics, or related field

Benefits

• Attractive salary package
• Collaborative environment focused on long-term client outcomes.
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities
• Fun social events

To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.