Associate, Wealth Management

About this role

Position Summary The Associate, Wealth Management role is a client-facing advisory support role supporting Advisors by coordinating advice processes, preparing proposal, review and pitch documentation, managing portfolio transactions and supporting a high-quality client experience. This role is located in Syndey, New South Wales, Australia. Primary Responsibilities Advisor and Client Support Provide day-to-day support to Advisors to help deliver a consistent and responsive client experience.

Assist with client meeting preparation, including review packs, pitch documents, portfolio information and follow-up actions. Respond to client and advisor queries relating to portfolios, reports, transactions and administration within role scope, escalating where required. Develop trusted working relationships with clients, Advisors and internal teams through clear, timely and professional communication. Advice Process and Documentation Manage and track the advice process, ensuring file notes and records are complete, accurate and up to date in Fin365.

Prepare and review proposal documents, review documents and supporting materials for Advisor review and client meetings. Collate relevant client information, portfolio data and supporting documentation to assist Advisors with recommendations and reviews. Maintain high standards of record keeping, documentation quality and follow-through on advice-related actions. Portfolio Administration, Trades and Settlements Manage or support portfolio transactions, including asset transfers, trades, settlements and related follow-up actions.

Work with the Middle Office team to engage their support on repeatable operational tasks such as account opening and client onboarding. Monitor outstanding tasks, deadlines and dependencies to ensure portfolio and client actions are progressed efficiently. Maintain accurate client and portfolio data across relevant systems. Investment and Market Support Prepare portfolio reporting, analysis and supporting information for Advisor review.

Contribute ideas and observations from client work, market discussions and internal meetings. Client Relationships and Communication Maintain client trust through consistent, reliable and professional engagement. Communicate clearly with clients in a way that is practical, respectful and easy to understand. Anticipate client needs where possible and deliver within role scope, referring to Advisors or other specialists when additional expertise is required.