Wealth Advisory Associate - Growth & Training

Hk And Friends Recruitment; Council of the City of Sydney; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading international wealth management company is seeking a proactive Wealth Associate in Sydney to support a Senior Advisor. This full-time role involves managing compliance documentation, client communications, and market tasks. The ideal candidate should have financial services experience and a degree in Business, Finance, or Commerce. Join a dynamic team offering career growth and continuous training in a supportive environment.

Qualifications

• Proactive attitude to support a Senior Advisor.
• Experience in managing compliance documentation and client communications.

Responsibilities

• Manage compliance documentation.
• Handle client communications.
• Assist with market-related tasks.

Skills

Financial services experience

Client communication

Education

Degree in Business, Finance, or Commerce

Job description

A leading international wealth management company in Sydney is seeking a proactive Wealth Associate to support a Senior Advisor. This full-time role involves managing compliance documentation, client communications, and market-related tasks. The ideal candidate possesses financial services experience and a degree in Business, Finance, or Commerce. Join a dynamic team offering career growth and continuous training in a supportive work environment.