Perpetual Limited3 followers38 jobs

Account Associate, Private Wealth – Perpetual Asset Management

JuniorFull-timeHybridSydney NSW, AustraliaCustomer service and supportPeople and cultureSalesPosted 5 months ago
View your fit0 of 9 criteria met

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

🤝

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

📈

3+ years in client-facing roles

Experience in funds management or private wealth is essential.

View fit

🎓

Degree in finance or related field

Educational background supports understanding of investment management.

View fit

🗣️

Clear communication skills

Ability to convey complex information effectively to clients.

View fit

View more

Meet the team

About the company

View your fit

0 of 5 criteria met
3+ years in client-facing roles
Experience in funds management or private wealth is essential.

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Degree in finance or related field
Educational background supports understanding of investment management.

View

Clear communication skills
Ability to convey complex information effectively to clients.

View

Detail-oriented with analytical skills
Proven capability to analyze market trends and client data.

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Collaborative team player
Experience working within high-performing teams is crucial.

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