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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 collaborative, values-driven environments, offering exposure to sophisticated portfolios, global investment solutions, and a business focused on long-term 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 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
- 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
- Ongoing employee development, managed and tailored to role and career path.
About the Company
- LGT Wealth Management was formed with a vision to bring global best practice in building institutional quality investment portfolios to Australian clients.
- The company focuses on client-first commitment, entrepreneurial spirit, best-in-class advice, and an understanding of the Australian private wealth landscape.
- In 2022, LGT Wealth Management became part of LGT Group, a global family-owned wealth management group.
- With LGT's global expertise, stability, and capability, the company focuses on providing clients with advice and deep expertise for generations to come.
Equal Opportunity
- LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment.
- The company aims to attract and retain the best people regardless of gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.