Wealth Management Associate: Growth & Client Advisory

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

Job summary

Waratah Recruitment Partners is assisting a leading Wealth Management firm in Sydney to recruit an Associate who will support Investment Advisers and their clients. This role offers a strong path to develop capability and financial markets knowledge while working alongside experienced professionals.

Key duties include collecting and analysing financial information, maintaining client portfolios, providing market information, liaising with operations, and assisting in investment proposals and

Qualifications

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

Responsibilities

• Work with the Advisor to collect and analyse financial and investment information to provide sound financial and investment advice to clients.
• Work with the Advisor to maintain client portfolios on a regular basis, reassessing objectives and revising investment strategies.
• Provide market-related information to clients.
• Liaise with the Operations team (Settlements / Corporate Actions / Onboarding etc).
• Assist the Investment Advisers with preparation of investment proposals and new pitch documents.
• Assist in coordinating client functions and marketing events with the Business Manager and Event Manager.

Skills

Financial markets knowledge

Client support

Attention to detail

Education

Finance degree

Job description

Waratah Recruitment Partners is assisting a leading Wealth Management firm in Sydney to recruit an Associate who will support Investment Advisers and their clients. This role offers a strong path to develop capability and financial markets knowledge while working alongside experienced professionals.

Key duties include collecting and analysing financial information, maintaining client portfolios, providing market information, liaising with operations, and assisting in investment proposals and