Family Advisory Associate

LGT Crestone Wealth Management Limited; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

LGT Wealth Management in Melbourne is seeking a Family Advisory coordinator to support client onboarding, respond to enquiries from Investment Advisers, events and the website, and keep materials up to date.

You will collaborate with clients, external advisers and internal teams to deliver presentations, coordinate resources, and help plan client and market events, with an emphasis on accuracy and client-first service.

Qualifications

• Professional qualifications in commerce or finance.
• Academic qualifications in family governance and succession planning.
• Minimum of 2 years’ wealth management or professional services experience.
• Experience communicating with clients and senior internal teams.
• Ability to manage multiple projects efficiently.

Responsibilities

• Coordinate client onboarding and respond to enquiries from Investment Advisers, events and the website.
• Support client projects, deliverables and presentations, working closely with clients, external advisers and internal teams.
• Coordinate internal projects and resources that support Investment Advisers.
• Help create and update content for clients, the market and internal audiences, including website and intranet material.
• Assist with client and market events, from planning through to delivery.
• Maintain client records and team templates, conduct research to support service development, and provide administrative support to the Head of Family Advisory and team.

Skills

Client communication

Project coordination

Microsoft Office

Education

Commerce/finance qualifications

Family governance & succession planning

Tools

PowerPoint

Word

Outlook

Teams

SharePoint

Copilot

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.We 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.

Join our Family Advisory team and help deliver a seamless experience for clients and Investment Advisers. Reporting to the Head of Family Advisory, you’ll coordinate client work and events, support the development of presentations and content, and keep the team’s resources and records up to date.

Key Responsibilities

• Coordinate client onboarding and respond to enquiries from Investment Advisers, events and the website.
• Support client projects, deliverables and presentations, working closely with clients, external advisers and internal teams.
• Coordinate internal projects and resources that support Investment Advisers.
• Help create and update content for clients, the market and internal audiences, including website and intranet material.
• Assist with client and market events, from planning through to delivery.
• Maintain client records and team templates, conduct research to support service development, and provide administrative support to the Head of Family Advisory and team.

Skills, experience and qualifications

• Professional qualifications in commerce or finance.
• Academic qualifications in family governance and succession planning.
• A minimum of 2 years’ experience within the wealth management or professional services sector.
• Experience communicating directly with clients and senior internal team members.
• Ability to work efficiently and effectively and managing several projects at once.
• Strong Microsoft Office skills, including PowerPoint, Word, Outlook, Teams, Copilot and SharePoint.

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

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.