Wealth Management Associate: Client Advisory & Support

Focus Partners Wealth; Sydney; On-site; AUD 80,000 - 110,000; Full time

Job summary

Escala, Focus Partners Australia is recruiting for an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and managing portfolio transactions. You will help deliver a high-quality client experience and maintain accurate client and portfolio data across systems.

The role is based in Sydney, New South Wales, Australia, and involves collaboration with Advisors and internal teams across locations.

Qualifications

• Experience in wealth management or advisory support for high-net-worth clients.
• Support Advisors with client servicing, portfolio administration and reviews.
• Strong understanding of client account structures and reporting.
• Experience using Fin365, Xplan, IRESS or TradeCentre is desirable.

Responsibilities

• Provide day-to-day support to Advisors to deliver a responsive client experience.
• Prepare review packs, pitch documents and portfolio information.
• Coordinate portfolio transactions and settlements.
• Maintain accurate client and portfolio data across systems.

Skills

Wealth management

Client servicing

Advisory support

CRM systems

Tools

Fin365

Xplan

IRESS

TradeCentre

Job description

Escala, Focus Partners Australia is recruiting for an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and managing portfolio transactions. You will help deliver a high-quality client experience and maintain accurate client and portfolio data across systems.

The role is based in Sydney, New South Wales, Australia, and involves collaboration with Advisors and internal teams across locations.