Associate

LGT Wealth Management Australia; Adelaide; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Flexible working environment

Employee Assistance Program

Health & Wellbeing

Employee Referral Program

Job summary

LGT Wealth Management Australia is seeking an Associate to provide support to Investment Advisers through administration, client management, and marketing activities to ensure an optimal client service experience aligned with our objectives and values.

Your responsibilities include onboarding, settlement coordination, and close collaboration with clients and internal teams to resolve queries and maintain records, while supporting annual reviews and compliance documentation.

Qualifications

• Minimum 2 years' experience in Wealth Management or Professional Services.
• AML/KYC experience an advantage.
• Degree qualified in Finance or related disciplines desirable.
• RG146 accreditation or willingness to work towards obtaining.
• Level 1 & Level 2 Derivatives accreditation advantageous but not must.
• Experience with Avaloq is beneficial but not essential.
• Proficiency with Microsoft Teams and Microsoft Teams Event Planner.

Responsibilities

• Manage client onboarding, account opening, and ongoing administration of client portfolios.
• Coordinate settlement activities including cash and stock transfers, corporate actions, asset transfers, margin calls, and IPO/placement administration.
• Liaise with clients, Advisers, Operations, and other internal teams to support account management and resolve client queries.
• Prepare client meeting materials, follow up on actions, and maintain accurate client records and documentation.
• Proactively support client servicing by ensuring annual reviews, risk profile updates, and compliance documentation are completed on time.
• Assist Investment Advisers with portfolio administration, investment proposals, review documents, and service delivery reporting.
• Provide general administrative support including correspondence management, phone support, email management, and data entry.
• Support client functions, marketing events, and broader team initiatives as required, including reception and office support when needed.

Skills

Wealth Management experience

Microsoft Teams

AML/KYC experience

2 years experience

Education

Finance degree or related discipline

Tools

Avaloq

Job description

LGT Wealth Management was formed around a clear and uncompromising vision - to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business - we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

As Associate, you will provide support to the Investment Advisers in co-ordination of administration and client management and marketing activities to ensure optimal client service experience in line with LGT Wealth Management’s business objectives and values.

Your Responsibilities

• Manage client onboarding, account opening, and ongoing administration of client portfolios.
• Coordinate settlement activities including cash and stock transfers, corporate actions, asset transfers, margin calls, and IPO/placement administration.
• Liaise with clients, Advisers, Operations, and other internal teams to support account management and resolve client queries.
• Prepare client meeting materials, follow up on actions, and maintain accurate client records and documentation.
• Proactively support client servicing by ensuring annual reviews, risk profile updates, and compliance documentation are completed on time.
• Assist Investment Advisers with portfolio administration, investment proposals, review documents, and service delivery reporting.
• Provide general administrative support including correspondence management, phone support, email management, and data entry.
• Support client functions, marketing events, and broader team initiatives as required, including reception and office support when needed.

About You

• A minimum of 2 years' experience in a similar role within Wealth Management or Professional Services and a proven aptitude to learn new skills.
• Anti-Money Laundering / Know Your Client experience an advantage.
• Degree qualified in Finance or related disciplines desirable. RG146 accreditation or equivalent (or willingness to work towards obtaining). Level 1 & Level 2 Derivatives accreditation is advantageous but not a must.
• Experience with Avaloq is beneficial but not essential.
• Proficiency with Microsoft Teams and Microsoft Teams Event Planner.

What's in it For You?

• Competitive salary package
• Opportunity to participate in a discretionary bonus program
• Flexible working environment
• Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)

LGT Wealth Management is committed to the ongoing development of their employees.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.