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About the Role

Join LGT Wealth Management, a leader in private wealth advice and part of the world's largest family-owned wealth management group. As an Associate in our Advisory team, you will support Investment Advisers in delivering exceptional service to high net worth and ultra high net worth clients. This role is ideal for problem-solvers who enjoy client interaction and a collaborative, values-driven environment. You will gain 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 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, 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 of experience in wealth management or a similar client-facing financial services role.
• Strong organizational skills, high attention to detail, and the ability to manage 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

• Associate

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

• Ongoing professional development tailored to role and career path.

About the Company

• LGT Wealth Management was formed with a vision to bring global best practices in building institutional quality investment portfolios to Australian clients.
• Became part of LGT Group in 2022, gaining global expertise, stability, and capability.
• LGT is the largest Private Banking and Asset Management group in the world owned by an entrepreneurial family.
• As the family office of the Princely House of Liechtenstein, LGT has extensive experience in managing substantial assets.

Equal Opportunity

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