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About the Role

Join LGT Wealth Management as an Associate in our Advisory team, playing a pivotal role supporting Investment Advisers to deliver exceptional service to high net worth and ultra high net worth clients. This role offers exposure to sophisticated portfolios, global investment solutions, and a business that values long term thinking, trust, and sustainable success.

Responsibilities

• Manage the onboarding of new clients, account openings and day to day portfolio administration.
• Coordinate key client activities including cash and stock transfers, corporate actions, margin calls, settlements, and international trading.
• Support Investment Advisers by preparing meeting materials, investment proposals, pitch documents and review packs.
• Maintain accurate client files and records within Avaloq while ensuring compliance standards are met.
• Liaise daily with clients, internal teams and external providers to resolve queries and deliver a seamless service experience.
• Proactively monitor key client milestones such as annual reviews, documentation updates and risk profile renewals.

Requirements

• 2+ years’ experience in wealth management or a similar client facing financial services role.
• Strong organisational skills, high attention to detail and the ability to juggle competing priorities.
• Excellent communication skills and a genuine client first mindset.
• Comfort working in a fast paced environment with a proactive, resourceful and solutions oriented approach.
• Strong Microsoft Office skills (Excel, PowerPoint, Word).

Skills

• Microsoft Office (Excel, PowerPoint, Word)

Location

• Australia

Work Type

• Full-time

Experience Level

• 2+ years

Education Level

• Degree in Finance or a related discipline (desirable)
• RG146 accreditation or willingness to obtain it quickly
• AML/KYC or derivatives accreditation considered an advantage

Benefits

• Stability
• Integrity
• Commitment to sustainable success
• Clear development pathways
• Ongoing learning
• Exposure to global capability and sophisticated investing
• Work with world-class advisers
• Insight into private markets, sustainable investing and intergenerational wealth strategies
• Collaboration
• Supportive environment

About the Company

• LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
• In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.
• Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
• One of Australia’s leaders in private wealth advice and part of the world’s largest family owned wealth management group.

Equal Opportunity

• LGT Wealth Management is committed to the ongoing development of their employees.
• LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment.
• We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.