Wealth Management Associate: Client Advisory Support

Escala; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Escala Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and handling portfolio transactions while delivering a high-quality client experience.

You will work closely with Advisors and internal teams across Sydney, ensuring accurate records, timely responses and proactive client service in a fast-paced wealth management environment.

Qualifications

• Experience in wealth management, financial advice or advisory support, ideally with HNW/UHNW clients.
• Demonstrated experience supporting Advisors or client teams with client servicing, portfolio administration or review preparation.
• Solid understanding of client account structures, portfolio transactions, investment administration and client reporting.

Responsibilities

• Provide day-to-day support to Advisors to help deliver a consistent and responsive client experience.
• Assist with client meeting preparation, including review packs, pitch documents and portfolio information.
• Respond to client and advisor queries relating to portfolios, reports and administration within role scope.
• Develop trusted relationships with clients, Advisors and internal teams through clear and timely communication.
• Maintain high standards of records and documentation for advice-related actions.

Skills

Wealth management

Advisor support

Client communication

Data accuracy

Education

Bachelor's degree in finance or related field

Tools

Fin365

Xplan

IRESS

TradeCentre

Job description

Escala Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposal and review documents, and handling portfolio transactions while delivering a high-quality client experience.

You will work closely with Advisors and internal teams across Sydney, ensuring accurate records, timely responses and proactive client service in a fast-paced wealth management environment.