Wealth Management Associate - Client Advisory Support

Focus Partners; Sydney; On-site; AUD 65,000 - 90,000; Full time

Job summary

Escala, Focus Partners Australia is seeking an Associate, Wealth Management based in Sydney, NSW, to support Advisors by coordinating the advice process, preparing proposals, reviewing documentation, and assisting with portfolio transactions. You will work closely with Advisors and internal teams to manage the advice lifecycle and deliver a high-quality client experience.

You will prepare client materials, ensure timely, accurate reporting, and provide onboarding support to ensure a smooth

Qualifications

• Coordinate advice processes from initial client intake to engagement completion.
• Prepare client proposals and supporting materials.
• Review and pitch documentation for suitability and compliance.
• Assist with onboarding and portfolio transactions across client lifecycle.

Responsibilities

• Coordinate advice processes to support Advisors and the client journey.
• Prepare client materials and proposals, ensuring accuracy and timeliness.
• Review and pitch documentation to clients and internal stakeholders.
• Assist with onboarding and portfolio transactions to deliver a quality client experience.

Skills

Coordination

Proposal preparation

Documentation review

Client onboarding

Job description

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, reviewing and pitching documentation, and assisting with portfolio transactions to deliver a high-quality client experience. The role is based in Sydney, NSW.

You will work closely with Advisors and internal teams to manage the advice lifecycle, prepare client materials, and ensure timely, accurate reporting and onboarding support.