Wealth Management Associate – Growth & Client Strategy

Waratah Recruitment Partners; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Leading Wealth Management Firm in Sydney, NSW is seeking a Wealth Management Associate to support Investment Advisers and clients. You will collect and analyse financial information, maintain client portfolios, and assist in preparing investment proposals and client events.

Ideal candidates may have a Finance degree and Australian working rights. This role offers hands-on exposure to financial markets and collaboration with experienced advisers.

Qualifications

• Bachelor's degree in Finance or related field.
• Strong analytical and communication skills.
• Interest in financial markets and investment processes.

Responsibilities

• Collect and analyze financial information for clients.
• Maintain client portfolios and monitor performance.
• Assist in preparing investment proposals.
• Support planning and execution of client events.

Skills

Financial analysis

Portfolio management

Investment proposals

Event planning

Education

Bachelor's degree in Finance

Job description

Leading Wealth Management Firm in Sydney, NSW is seeking a Wealth Management Associate to support Investment Advisers and clients. You will collect and analyse financial information, maintain client portfolios, and assist in preparing investment proposals and client events.

Ideal candidates may have a Finance degree and Australian working rights. This role offers hands-on exposure to financial markets and collaboration with experienced advisers.