Senior Private Wealth Advisory Associate

Senior Private Wealth Advisory Associate

Full-Time 90000 - 110000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Support Investment Advisers and manage high net worth client service.
  • Company: LGT Wealth Management, a leader in private wealth advisory.
  • Benefits: Mentorship opportunities, exposure to global investments, and a supportive culture.
  • Other info: Dynamic role with opportunities for professional growth and development.
  • Why this job: Join a team focused on trust and sustainable success in wealth management.
  • Qualifications: Experience in wealth management and strong client service skills.

The predicted salary is between 90000 - 110000 $ per year.

LGT Wealth Management in Sydney seeks an Experienced Associate to support Investment Advisers in delivering high net worth client service.

You will manage onboarding, complex portfolio administration, and coordinate with internal teams while providing mentorship to junior colleagues.

This role offers exposure to sophisticated portfolios, global investment solutions, and a culture centered on long-term relationships, trust and sustainable success.

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Senior Private Wealth Advisory Associate employer: LGT Group

LGT Group is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Melbourne. With a strong focus on employee growth, we offer comprehensive training and development opportunities tailored to enhance your skills in quality engineering within the financial services sector. Join us to be part of a dynamic team where your contributions are valued, and you can make a meaningful impact on our platforms' quality and reliability.

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Contact Details:

LGT Group Recruitment Team

We think you need these skills to ace Senior Private Wealth Advisory Associate

Client Service Management
Portfolio Administration
Onboarding Processes
Mentorship
Investment Solutions
Relationship Management
Team Coordination