Senior Wealth Advisory Associate

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

Job summary

LGT Wealth Management in Sydney is seeking an Experienced Associate in our Advisory team to provide senior support to Investment Advisers and deliver exceptional service to high net worth clients.

You will manage complex client matters autonomously, act as escalation point, mentor junior colleagues, and help guide the team while gaining exposure to sophisticated portfolios and global investment solutions in a values-driven environment.

Qualifications

• 4+ years' experience in wealth management with a track record of taking on increasing responsibility.
• Demonstrated ability to work autonomously, exercise sound judgement on complex or ambiguous matters, and know when to escalate.
• Strong organisational skills, high attention to detail and the ability to manage competing priorities across multiple senior stakeholders.
• Excellent communication and relationship-building skills, with a genuine client-first mindset and confidence engaging directly with high net worth clients.
• Experience mentoring or supporting the development of junior colleagues is highly regarded.
• Comfortable working in a fast-paced environment with a proactive, resourceful and solutions-oriented approach.

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.
• 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

Client relationships

Onboarding

Portfolio administration

Education

Finance degree

Tools

Avaloq

MS Office

AI tools

Job description

LGT Wealth Management in Sydney is seeking an Experienced Associate in our Advisory team to provide senior support to Investment Advisers and deliver exceptional service to high net worth clients.

You will manage complex client matters autonomously, act as escalation point, mentor junior colleagues, and help guide the team while gaining exposure to sophisticated portfolios and global investment solutions in a values-driven environment.