Associate

LGT Wealth Management Australia; City of Melbourne; On-site; AUD 65,000 - 95,000; Full time

Job summary

LGT Wealth Management Australia is seeking an Associate in our Advisory team to support Investment Advisers in delivering exceptional service to high net worth clients. You’ll manage onboarding, account openings and day-to-day portfolio administration.

You’ll coordinate client activities including transfers, corporate actions, settlements and international trading, while preparing meeting materials and review packs. A 24-month fixed-term role with a collaborative, values-driven culture awaits.

Qualifications

• 2+ years in wealth management or a client-facing financial services role.
• Excellent communication and a client-first mindset.
• Comfortable in a fast-paced environment with a proactive approach.

Responsibilities

• Manage onboarding of new clients, account openings and day-to-day portfolio administration.
• Coordinate client activities including cash/stock transfers, corporate actions, margin calls and settlements.
• Support Investment Advisers by preparing meeting materials, proposals and review packs.
• Maintain accurate client files within Avaloq while ensuring compliance standards.
• Liaise daily with clients and internal/external teams to resolve queries and deliver seamless service.
• Monitor client milestones such as annual reviews and documentation updates.
• Assist in coordinating client functions and marketing events.

Skills

Client facing

Strong organization

Attention to detail

MS Office

AI proficiency

Tools

Microsoft Office

Avaloq

Job description

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

About the Opportunity

Join LGT Wealth Management one of Australia’s leaders in private wealth advice and part of the world’s largest family-owned wealth management group.

As an Associate in our Advisory team, you’ll play a pivotal role supporting Investment Advisers to deliver exceptional service to high net worth and ultra-high net worth clients.

This is an ideal role for someone who enjoys solving problems, working closely with clients, and being part of a collaborative, values driven environment. You’ll gain exposure to sophisticated portfolios, global investment solutions, and a business that genuinely values long term thinking, trust, and sustainable success.

Please note, this is a 24-month Fixed Term Opportunity.

Your Responsibilities

• Manage the onboarding of new clients, account openings and day to day portfolio administration.
• Coordinate key client activities including cash and stock transfers, corporate actions, margin calls, settlements, and international trading.
• Support Investment Advisers by preparing meeting materials, investment proposals, pitch documents and review packs.
• Maintain accurate client files and records within Avaloq while ensuring compliance standards are met.
• Liaise daily with clients, internal teams and external providers to resolve queries and deliver a seamless service experience.
• Proactively monitor key client milestones such as annual reviews, documentation updates and risk profile renewals.
• Assist in coordination of client functions and marketing events

Your profile

About You

• 2+ years’ experience in wealth management or a similar client facing financial services role.
• Strong organisational skills, high attention to detail and the ability to juggle competing priorities.
• Excellent communication skills and a genuine client first mindset.
• Comfortable working in a fast-paced environment with a proactive, resourceful and solutions-oriented approach.
• Strong Microsoft Office skills (Excel, PowerPoint, Word) and AI proficiency.

Why You’ll Love This Role

• A value driven, purpose led culture - At LGT Wealth Management, our long-term ownership model means stability, integrity and a commitment to sustainable success for clients and for our people.
• Exposure to global capability and sophisticated investing - Work with world-class advisers, gain insight into private markets, sustainable investing and intergenerational wealth strategies as part of a global wealth management network.
• A team that wins together - Collaboration is one of our core values. You’ll be surrounded by people who back you, share knowledge generously, and celebrate both individual and collective achievements.