Career Associate / Advisor Assistant - Wholesale Desk

GOW Recruitment; Melbourne; On-site; AUD 65,000 - 85,000; Full time

Job summary

GOW Recruitment partners with a well-established Financial Services Organisation to recruit a Career Associate / Advisor Assistant on a 24-month fixed-term contract with the view to go permanent. The role supports 3 Senior UHNW advisors on a busy desk, involving administration, onboarding, transitions and client service activities.

The successful candidate will navigate KYC/AML rules, compliance and risk with a high performing team, and may explore long-term career growth in wealth operations

Qualifications

• 3+ years’ experience in wealth management client service / operations.
• Thorough understanding of KYC and AML rules, compliance and risk.
• RG 146 is preferred.

Responsibilities

• Support 3 Senior UHNW advisors on a mature and busy desk.
• Involvement in administration, onboarding, transitions, and client service duties.
• Engage in corporate deals, client meetings, and operational functions.

Skills

Wealth mgmt exp

Client service

Operations support

KYC AML

UHNW familiarity

Job description

This is a great opportunity for a career orientated market professional to join a well-established Financial Services Organisation as a Career Associate / Advisor Assistant. This is an initial 24-month Fixed term Contract with the view to go permanent.

Dealing with Ultra high net worth wholesale clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least three plus years’ experience in wealth management client service / operations or are currently an Associate / Advisor Assistant looking for a new opportunity. Supporting 3 Senior UHNW advisors, this is a mature and busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, will need a thorough understanding of all KYC and AML rules, compliance and risk.

This is a high performing desk and are keen to partner with a career focused professional. Opportunities to work on a team driven desk like this with colleagues that will support and enhance your skill base are very rare in this market.. here is the perfect opportunity!

The client will provide a positive and engaging working environment with an exceptional culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base. A strong knowledge of equities and wealth operations are essential. RG 146 is Preferred.

If you pride yourself on your work practice, are organised, thorough in operation and are a positive and driven individual, then please apply.