Associate (Experienced)

LGT; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

LGT Wealth Management, a leader in private wealth advice in Australia, is seeking an Experienced Associate for our Advisory team in Sydney. You will support Investment Advisers, applying your established expertise to deliver exceptional service to high net worth clients with a high degree of autonomy.

You will independently manage onboarding, account openings, complex portfolio administration, and cross-border transactions, while mentoring junior Associates and helping to strengthen team

Qualifications

• Wealth management or private banking experience preferred.
• Ability to manage complex client matters with minimal supervision.
• Strong attention to compliance, risk controls and documentation.

Responsibilities

• Independently manage end-to-end onboarding of new clients and complex portfolio administration.
• Handle cash/stock transfers, corporate actions, margins, settlements and international trading with proactive issue resolution.
• Collaborate with Investment Advisers on high-value client relationships and prepare meeting materials and investment proposals.
• Mentor junior Associates and provide coaching on best practices.
• Maintain accuracy of client files in Avaloq and support team processes and controls.
• Liaise with clients and internal/external teams to resolve complex queries and ensure seamless service.

Job description

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 Experienced Associate in our Advisory team, you'll take on a senior support role alongside Investment Advisers, drawing on your established expertise to deliver exceptional service to high net worth and ultra-high net worth clients. You'll be trusted to manage complex client matters with a high degree of autonomy, act as a key point of escalation, and help guide and mentor more junior members of the team.

This is an ideal role for someone who has already built a strong foundation in wealth management, thrives on solving complex problems independently, and wants to deepen client relationships while 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.

Your Responsibilities

• Independently manage the end-to-end onboarding of new clients, account openings and complex portfolio administration, exercising sound judgement on non-standard cases.
• Take ownership of key client activities including cash and stock transfers, corporate actions, margin calls, settlements, and international trading — identifying and resolving issues before they escal…
• Partner closely with Investment Advisers on higher-value and more complex client relationships, preparing and quality-checking meeting materials, investment proposals, pitch documents and review packs.
• Act as a trusted point of contact for clients on more sensitive or complicated matters, escalating judiciously and coaching junior Associates on best practice.
• Maintain and oversee the accuracy of client files and records within Avaloq, ensuring compliance standards are met and helping to strengthen team processes and controls.
• Liaise daily with clients, internal teams and external providers, taking the lead in resolving more complex queries and delivering a seamless service experience.
• Proactively monitor and manage key client milestones such as annual reviews, documentation updates and risk profile renewals, and help design better ways to track these across the team.
• Mentor and support the development of junior Associates, sharing knowledge and helping to onboard new team members.
• Lead coordination of client functions and marketing events, working with minimal oversight.