At a Glance
- Tasks: Support Investment Advisers and manage complex client matters with autonomy.
- Company: LGT Wealth Management, a leading firm in private wealth.
- Benefits: Competitive salary, mentoring opportunities, and a dynamic work environment.
- Other info: Opportunity to mentor juniors and refine client service processes.
- Why this job: Join a collaborative team and make a real impact in wealth management.
- Qualifications: Finance degree, RG146 accreditation, and 4+ years in wealth management.
The predicted salary is between 63000 - 77000 $ per year.
LGT Wealth Management in Sydney seeks an Experienced Associate to join our Advisory team, providing senior support to Investment Advisers and managing complex client matters with autonomy. You will oversee onboarding, portfolio administration, and cross-border activities, collaborating with advisers, mentoring juniors, and helping refine client service processes within Avaloq.
A finance degree and RG146 accreditation are preferred, with 4+ years in wealth management and strong MS Office skills.
Senior Wealth Advisory Associate in Sydney employer: LGT Wealth Management Limited
LGT Wealth Management is an exceptional employer that fosters a values-driven, purpose-led culture, ensuring stability and integrity for both clients and employees. With a commitment to employee development and collaboration, you will work alongside world-class advisers in a supportive environment that celebrates individual and collective achievements. This role offers the unique opportunity to engage with sophisticated investment strategies while being part of a global wealth management network, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
LGT Wealth Management Limited Recruitment Team
