Senior Wealth Advisory Associate

LGT Crestone Wealth Management Limited; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

LGT Wealth Management in Sydney is seeking an Experienced Associate to support Investment Advisers in delivering high-net-worth client service. You will manage complex client matters with autonomy and act as a key escalation point.

You will gain exposure to sophisticated portfolios and global investment solutions while mentoring junior colleagues in a collaborative, values-driven environment. The role emphasizes client-first service, strong governance, and proactive onboarding, cash and

Qualifications

• 4+ years’ experience in wealth management.
• Ability to work autonomously and exercise sound judgement on complex matters.
• Strong organisational skills and high attention to detail.
• Excellent communication and relationship-building with high net worth clients.
• Experience mentoring or supporting junior colleagues.
• Comfortable working in a fast-paced environment with a proactive, solutions-oriented approach.
• Strong Microsoft Office skills and familiarity with Avaloq or similar platforms.

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 elevate.
• 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.

Skills

Wealth management

Autonomous working

Communication

Relationship building

Mentoring

Organisational skills

Education

Degree in Finance

RG146 accreditation

AML/KYC accreditation

Tools

Avaloq

Microsoft Office

AI proficiency

Job description

LGT Wealth Management in Sydney is seeking an Experienced Associate to support Investment Advisers in delivering high-net-worth client service. You will manage complex client matters with autonomy and act as a key escalation point.

You will gain exposure to sophisticated portfolios and global investment solutions while mentoring junior colleagues in a collaborative, values-driven environment. The role emphasizes client-first service, strong governance, and proactive onboarding, cash and