Wealth Management Associate

Waratah Recruitment Partners; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

Waratah Recruitment Partners is seeking an Associate for a Leading Wealth Management firm to support Investment Advisers and clients, developing capability and market knowledge.

You will collect and analyse financial information with Advisors, maintain client portfolios, provide timely advice, and assist with investment proposals and events.

Qualifications

• Degree qualified in Finance or related disciplines desirable.
• Previous wealth management, financial planning, operations experience is desirable.
• Highly motivated and self-directed.
• Possess full Australian working rights.

Responsibilities

• Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
• Work with the Advisor to maintain client portfolios on a regular basis. This includes providing timely advice to clients, reassessing clients' financial objectives, and revising clients investment strategies inline with their financial objectives
• Market-related tasks; providing accurate market information to clients
• Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc)
• Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required
• Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager

Skills

Financial analysis

Investment knowledge

Client communication

Portfolio monitoring

Education

Degree qualified in Finance or related disciplines

Job description

Our client, a Leading Wealth Management firm, is seeking a driven and motivated Associate to join their growing business. This role is an excellent opportunity for the individual to further develop their capability and financial markets knowledge while also supporting a team of experienced Investment Advisers & their clients.

About the Role

The responsibilities of this role include:

• Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients
• Work with the Advisor to maintain client portfolios on a regular basis. This includes providing timely advice to clients, reassessing clients' financial objectives, and revising clients investment strategies inline with their financial objectives
• Market-related tasks; providing accurate market information to clients
• Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc)
• Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required
• Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager

To be considered for this role you will:

• Degree qualified in Finance or related disciplines desirable
• Previous wealth management, financial planning, operations experience is desirable
• Highly motivated and self-directed
• Possess full Australian working rights