Wealth Management Associate — Hybrid & Flexible

Focus Partners Australia & Escala Partners; Sydney; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Flexible working

WFH IT equipment provided

Job summary

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions across Sydney. You will contribute to a high-quality client experience and work within a collaborative team.

The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients in a permanent full-time, hybrid working model.

Responsibilities

• Support Advisors by coordinating advice processes.
• Prepare proposals and manage portfolio transactions.
• Collaborate with Middle Office and Investment teams to ensure timely client outcomes.

Job description

Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions across Sydney. You will contribute to a high-quality client experience and work within a collaborative team.

The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients in a permanent full-time, hybrid working model.