Account Associate, Private Wealth – Perpetual Asset Management
About the job
The Account Associate job at Perpetual Group is an exciting opportunity for individuals looking to grow their careers in investment management. This position plays a vital role in supporting distribution efforts and engaging with high-net-worth clients. The team values collaboration and proactive communication, creating a supportive environment for professional development.
You'll be responsible for
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Delivering support
Deliver high-quality, proactive support to Private Wealth (NSW), Broking, and QLD Key Account Managers (KAMs), ensuring seamless client engagement.📞
Responding to queries
Respond to client and adviser queries with professionalism, accuracy, and a solutions-focused mindset.📅
Coordinating client activities
Coordinate and manage client appointments, seminars, roadshows, and other engagement activities to support KAMs.What we're looking for
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3+ years in client-facing roles
Experience in funds management or private wealth is essential.View
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Degree in finance or related field
Educational background supports understanding of investment management.View
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Clear communication skills
Ability to convey complex information effectively to clients.View
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