Anton Murray Consulting is working with a global Private Wealth Advisory client in Melbourne seeking an Associate Advisor to support three leading private client advisers and their HNW clients. The role involves client liaison, preparing account documentation, onboarding, AML/CTF/KYC compliance, and operational support including trade placement and client reporting.
The ideal candidate has about 2+ years in stockbroking or private wealth support, and familiarity with US/UK tax forms and global
Private Wealth Advisory Support Specialist in Melbourne employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
