At a Glance
- Tasks: Support Advisors by coordinating advice processes and managing portfolio transactions.
- Company: Join Escala, a leading wealth management firm in Australia.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement in wealth management.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 62100 - 75900 $ per year.
Escala, Focus Partners Australia seeks an Associate, Wealth Management to support Advisors by coordinating advice processes, preparing proposals, and managing portfolio transactions.
You will contribute to a high-quality client experience across Sydney operations.
The role involves processing, documentation, and collaboration with Middle Office and Investment teams to ensure timely outcomes for clients.
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Wealth Management Associate: Advisor Support in Sydney employer: Focus Partners Australia & Escala Partners
Focus Partners Australia is an exceptional employer, offering a dynamic work environment in the heart of Sydney where collaboration and professional growth are at the forefront. With a strong commitment to employee development, you will have the opportunity to mentor junior team members while engaging with clients on complex financial matters, all supported by a culture that values integrity and excellence. The firm’s integration with global resources ensures that you are equipped with the best tools and knowledge to thrive in your role.
Contact Details:
Focus Partners Australia & Escala Partners Recruitment Team
