E&P Financial Group is seeking an Associate in Private Wealth Management in Canberra. The role offers strong administrative and analytical exposure, supporting a small team of advisers, handling client requests, order placement and investment monitoring to deliver high levels of service.
The successful candidate will have a relevant bachelor degree, good communication skills and a proactive, detail-oriented approach in a growing wealth management environment.
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Private Wealth Associate — Client Services & Analysis in Canberra employer: E&P Financial Group
E&P Financial Group is an exceptional employer that prioritises client satisfaction while fostering a culture of integrity, growth, and collaboration. Located in Sydney, this part-time Manager – Risk & Compliance role offers a unique opportunity to enhance your skills within a supportive environment, complete with comprehensive benefits like wellness initiatives and social activities. With a strong commitment to employee development and diversity, E&P empowers you to thrive both personally and professionally.
