Senior Wealth Advisory Associate – Private Wealth

LGT Wealth Management Limited

Sydney

On-site

AUD 110,000 - 170,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

LGT Wealth Management in Sydney seeks an Experienced Associate to join our Advisory team, providing senior support to Investment Advisers and managing complex client matters with autonomy. You will oversee onboarding, portfolio administration, and cross-border activities, collaborating with advisers, mentoring juniors, and helping refine client service processes within Avaloq.

A finance degree and RG146 accreditation are preferred, with 4+ years in wealth management and strong MS Office skills

Qualifications

4+ years of wealth management experience with ability to take on increasing responsibility.
Strong communication and relationship-building skills with a client-first mindset.
Proficiency in Microsoft Office (Excel, PowerPoint, Word) and ability to work in a fast-paced environment.

Responsibilities

Independently manage end-to-end onboarding of new clients and complex portfolio administration.
Handle cash/stock transfers, corporate actions, margin calls, settlements, and international trading with sound judgement.
Prepare and quality-check meeting materials, investment proposals, pitch documents, and review packs with Investment Advisers.