Senior Private Wealth Advisory Associate in Sydney

Senior Private Wealth Advisory Associate in Sydney

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

  • Tasks: Support Investment Advisers and manage high net worth client portfolios with autonomy.
  • Company: LGT Wealth Management, a leader in private wealth advice in Australia.
  • Benefits: Competitive salary, mentoring opportunities, and a dynamic work environment.
  • Other info: Opportunity to mentor junior Associates and grow your career.
  • Why this job: Join a top firm and make a real impact on clients' financial success.
  • Qualifications: Experience in wealth management and strong client service skills.

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

LGT Wealth Management, a leader in private wealth advice in Australia, is seeking an Experienced Associate for our Advisory team in Sydney. You will support Investment Advisers, applying your established expertise to deliver exceptional service to high net worth clients with a high degree of autonomy.

You will independently manage onboarding, account openings, complex portfolio administration, and cross-border transactions, while mentoring junior Associates and helping to strengthen the team.

Senior Private Wealth Advisory Associate in Sydney employer: LGT

LGT Wealth Management is an exceptional employer that values expertise and autonomy, providing a dynamic work environment in the heart of Sydney. With a strong focus on employee growth, you will have opportunities to mentor junior associates while delivering top-tier service to high net worth clients. Our collaborative culture fosters innovation and professional development, making it a rewarding place to advance your career in private wealth advisory.

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Contact Details:

LGT Recruitment Team

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

Client Relationship Management
Portfolio Administration
Cross-Border Transactions
Onboarding Processes
Mentoring Skills
Investment Advisory
Autonomy in Decision Making