Wealth Management Associate: Client & Portfolio Support

LGT Wealth Management Australia; Adelaide; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Flexible working environment

Employee Assistance Program

Health & Wellbeing

Employee Referral Program

Job summary

LGT Wealth Management Australia is seeking an Associate to provide support to Investment Advisers through administration, client management, and marketing activities to ensure an optimal client service experience aligned with our objectives and values.

Your responsibilities include onboarding, settlement coordination, and close collaboration with clients and internal teams to resolve queries and maintain records, while supporting annual reviews and compliance documentation.

Qualifications

• Minimum 2 years' experience in Wealth Management or Professional Services.
• AML/KYC experience an advantage.
• Degree qualified in Finance or related disciplines desirable.
• RG146 accreditation or willingness to work towards obtaining.
• Level 1 & Level 2 Derivatives accreditation advantageous but not must.
• Experience with Avaloq is beneficial but not essential.
• Proficiency with Microsoft Teams and Microsoft Teams Event Planner.

Responsibilities

• Manage client onboarding, account opening, and ongoing administration of client portfolios.
• Coordinate settlement activities including cash and stock transfers, corporate actions, asset transfers, margin calls, and IPO/placement administration.
• Liaise with clients, Advisers, Operations, and other internal teams to support account management and resolve client queries.
• Prepare client meeting materials, follow up on actions, and maintain accurate client records and documentation.
• Proactively support client servicing by ensuring annual reviews, risk profile updates, and compliance documentation are completed on time.
• Assist Investment Advisers with portfolio administration, investment proposals, review documents, and service delivery reporting.
• Provide general administrative support including correspondence management, phone support, email management, and data entry.
• Support client functions, marketing events, and broader team initiatives as required, including reception and office support when needed.

Skills

Wealth Management experience

Microsoft Teams

AML/KYC experience

2 years experience

Education

Finance degree or related discipline

Tools

Avaloq

Job description

LGT Wealth Management Australia is seeking an Associate to provide support to Investment Advisers through administration, client management, and marketing activities to ensure an optimal client service experience aligned with our objectives and values.

Your responsibilities include onboarding, settlement coordination, and close collaboration with clients and internal teams to resolve queries and maintain records, while supporting annual reviews and compliance documentation.