Your new company
This is an opportunity to join a leading private wealth management firm with a strong presence in the Australian market. The business works with high net worth and ultra-high net worth clients, family offices and purpose-driven organisations, providing tailored advice, sophisticated portfolios and access to global investment solutions.
The firm is continuing to grow and is now seeking one Melbourne-based Associate to join an established Adviser team.
Your new role
This is a Melbourne-based Associate position supporting experienced Investment Advisers with high-touch client service and day-to-day portfolio support. You will work closely with advisers, clients and internal teams to ensure client portfolios, documentation and administration are managed accurately and efficiently.
Your responsibilities will include:
- Supporting experienced advisers with meeting preparation, follow-up actions, proposals, pitch documents and review packs
- Assisting with client onboarding, account opening, ongoing account maintenance and portfolio administration.
- Managing settlement obligations including funds and securities due, cash and asset transfers, margin calls, corporate actions, quote requests, IPOs and placements
- Working closely with clients, advisers and internal teams, including Operations, Investment Solutions, Financial Planning and Wealth Management
- Coordinating cash and stock transfers, corporate actions and international trading execution
- Assisting with client queries, routine account issues and documentation updates, with a strong focus on service and accuracy
- Proactively managing annual reviews, risk profile renewals and expiring documentation
- Maintaining client records and files accurately across internal systems
What you'll need to succeed
- Experience in private wealth management, stockbroking, investment advice support or a similar financial services role
- Ideally 1 to 3 years of relevant financial services or corporate experience
- Strong client service, communication and relationship management skills
- High attention to detail and strong organisational skills
- The ability to prioritise work in a fast-paced and client-focused environment
- A resourceful, self-starting approach with a strong focus on compliance and service standards
- Experience with AML/KYC, client onboarding or account maintenance, which would be highly regarded
- RG146, which is desirable but not essential, with the expectation it can be obtained if not already held
- Candidates from investment operations, investment banking, M&A, Big 4, tax, accounting or broader financial services backgrounds may also be considered
What you'll get in return
You will be joining an established private wealth firm in a permanent Melbourne-based role, with access to high-quality clients, experienced advisers and a professional team environment.
- A permanent opportunity with an established private wealth firm
- Competitive salary package, aligned to experience
- Annual Associate bonus opportunity
- Exposure to HNW and UHNW clients, family offices and a high-quality advisory environment
- A collaborative team culture and approachable management
- Strong long-term career pathways
- Hybrid working arrangements may be available, depending on the adviser team
Associate – Private Wealth Management in Melbourne employer: Rashi Joshi
Randstad is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Melbourne. With a focus on employee growth, you will have access to professional development opportunities while working on high-impact projects like the North East Link Tunnels. Enjoy the benefits of a supportive team environment and the chance to contribute to significant infrastructure developments that shape the community.
