This is an opportunity to join a leading private wealth management firm with a strong presence in the Australian market. The business works with high net worth and ultra-high net worth clients, family offices and purpose-driven organisations, providing tailored advice, sophisticated portfolios and access to global investment solutions. The firm is continuing to grow, with a number of Associate opportunities now available across Sydney.
Your new role
There are multiple Sydney-based Associate roles available, including career Associate and experienced Associate positions.
Depending on the team, you may support individual Advisers or work as part of a broader Adviser team, providing high-touch client service and day-to-day support across sophisticated client portfolios.Duties will include:
- Support experienced Advisers with meeting preparation, follow up actions, proposals, pitch documents and review packs
- Conduct client onboarding, account opening, ongoing account maintenance and portfolio administration
- Manage settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
- Work closely with clients, Advisers and internal teams including Operations, Investment Solutions, Financial Planning and Wealth Management
- Coordinate cash and stock transfers, corporate actions and international trading execution
- Assist with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy
- Proactively manage annual reviews, risk profile renewals and expiring documentation
- For Associate roles, candidates with 1 to 2 years financial services or corporate experience will be considered
- For Career Associate roles, ideally 3 to 5 years experience in wealth management or adviser support.
- Strong client service, communication and relationship management skills
- High attention to detail, strong organisation skills and the ability to prioritise in a fast-paced environment
- A resourceful, self-starting approach with a high focus on compliance and service standards
- Experience with AML/KYC, client onboarding or account maintenance would be highly regarded
- RG146 is desirable but not essential, with the expectation it can be obtained if not already held
- Candidates from investment operations, investment banking, M&A, Big 4, tax, accounting or broader financial services backgrounds may also be considered
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or send it to Fiona Russell at fiona.russell@hays.com.au
#3004572
About us
At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.
Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.
Looking for the right role for you?
At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.
Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.
Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.
Take the next step at hays.com.au
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