Associate, Wealth Management

Focus Partners Australia & Escala Partners; Sydney; On-site; AUD 70,000 - 95,000; Full time

Job summary

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions. You will contribute to a high-quality client experience across Sydney operations.

The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients.

Qualifications

• Experience in wealth management or financial advisory support.
• Experience supporting Advisors or client teams with servicing and documentation.
• Strong client communication and relationship skills.
• Familiarity with CRM and portfolio systems is a plus.

Responsibilities

• Provide day-to-day support to Advisors to ensure a consistent client experience.
• Assist with client meeting preparation, review packs and portfolio information.
• Respond to client/advisor queries related to portfolios, reports and administration.
• Maintain high standards of recordkeeping and documentation.

Skills

Wealth management

Advisor support

Client servicing

Communication

Compliance

Tools

Fin365

Xplan

IRESS

TradeCentre

Job description

The Associate, Wealth Management role is a client-facing advisory support role supporting Advisors by coordinating advice processes, preparing proposal, review and pitch documentation, managing portfolio transactions and supporting a high-quality client experience.

This role is located in Syndey, New South Wales, Australia.

Primary Responsibilities

Advisor and Client Support

• Provide day-to-day support to Advisors to help deliver a consistent and responsive client experience.
• Assistwith client meeting preparation, including review packs, pitch documents, portfolioinformationand follow-up actions.
• Respond to client and advisor queries relating to portfolios, reports,transactionsand administration within role scope, escalating whererequired.
• Develop trusted working relationships with clients,Advisorsand internal teams through clear,timelyand professional communication.

Advice Process and Documentation

• Manage and track the advice process, ensuring file notes and records are complete,accurateand up to date in Fin365.
• Prepare and review proposal documents, review documents and supporting materials for Advisor review and client meetings.
• Collate relevant client information, portfoliodataand supporting documentation toassistAdvisors with recommendations and reviews.
• Maintainhigh standardsof recordkeeping,documentation quality and follow-through on advice-related actions.

Portfolio Administration, Trades and Settlements

• Manage or support portfolio transactions, including asset transfers, trades,settlementsand related follow-up actions.
• Work with the Middle Office team to engage their support on repeatable operational tasks such as account opening and clientonboarding.
• Monitor outstanding tasks, deadlines and dependencies to ensure portfolio and client actions are progressed efficiently.
• Maintainaccurateclient and portfolio data across relevant systems.

Investment and Market Support

• Prepare portfolio reporting,analysisand supporting information for Advisor review.
• Contribute ideas and observations from client work, marketdiscussionsand internal meetings.

Client Relationships and Communication

• Maintain client trust through consistent,reliableand professional engagement.
• Communicate clearly with clients in a way that is practical,respectfuland easy to understand.
• Anticipate client needs where possible and deliver within role scope, referring to Advisors or other specialists whenadditionalexpertise is required.
• Support positive client outcomes while prioritising the interests of clients and the firm over individual or team preferences.

Compliance, Risk and Professional Standards

• Understand andoperatewithin Escala’s compliance framework, internalpoliciesand Code of Conduct.
• Escalate potential compliance, operational or client issues promptly to the relevant Advisor, Manager or Compliance team.
• Complete required mandatory training and CPD obligations relevant to the role.
• Maintainaccurate documentation and support a strong risk and quality culture.

Growth, Business Development and Continuous Improvement

• Build capability in business development by recognising when client opportunities may be present and raising them with Advisors.
• Support prospecting activity through preparation,follow-upand attendance whereappropriate.
• Participate in networking, learning and development activities aligned to the Advisory Growth Track.
• Identifyprocess improvements, serviceopportunitiesand knowledge gaps, andparticipateconstructively in change initiatives.
• Assist in coordination of client functions and marketing events

Collaboration and Team Contribution

• Work cooperatively with Advisors, Client Relationship teams, Compliance,Operationsand Investment teams across locations.
• Share information openly, support team priorities and contribute to a positive, high-performing and collaborative culture.
• Demonstrate behaviour aligned to Escala values and the One Escala ethos.

Qualifications

• Experience in wealth management, financial advice, investment, clientserviceor advisory support, ideally within a HNW or UHNW client environment.
• Demonstrated experience supporting Advisors or client teams with client servicing, portfolio administration, reviewpreparationor advice-related processes.
• Sound understanding of client account structures, portfolio transactions, investmentadministrationand client reporting.
• Experience using financial advice, CRM,portfolioor trading systems such as Fin365, Xplan, IRESS orTradeCentreis desirable.

Founded in 2013, Escala, Focus Partners Australia is an Australian private wealth investment and advisory firm with offices in Sydney and Melbourne, serving high-net-worth and ultra-high-net-worth individuals and families, family offices, and not-for-profit organizations. The firm is known for its research-led, client-first approach and delivers highly personalised advice across wealth, investment, and portfolio strategy.

As part of Focus, Escala combines specialist local advice with the backing of a global platform, giving clients access to institutional-grade capabilities and insights through a highly personalised advisory model. Learn more at escalapartners.com.au or follow the company on LinkedIn .

AboutFocus Partners Australia

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities ininvestment and portfolio management,accounting, lending,insuranceand related services from its offices in Sydney, Melbourne,Brisbaneand the Gold Coast. Guided by a client-first ethos, weleveragethe globalexpertise,platformsand capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,creditand tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,and transition their wealth at every life stage.Discover more about FocusPartners Australia atfocuspa.com.au/ orLinkedIn .