About the job
This job is about joining a high-performing and collaborative team in Wealth Management, based in the Adelaide CBD office. The role focuses on providing exceptional support to Advisers, ensuring clients receive the best service possible while fostering strong, lasting relationships. The team values innovation and prioritises client needs, creating an environment where everyone can thrive and contribute to the success of clients and communities.
You'll be responsible for
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Strengthening client relationships
Strengthen client relationships through exceptional communication, meaningful engagement, and deep rapport-building.📊
Supporting advisers
Support advisers by applying critical thinking and contributing to portfolio insights, investment analysis, and strategic recommendations for high-net-worth (HNW) clients.🔄
Coordinating workflows
Coordinate seamlessly with the advice and operations teams to maintain smooth workflows and optimise processes.Key criteria
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Wealth management experience
Demonstrated experience in administrative support within wealth management.View
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Exceptional communication skills
Proven ability to build rapport and engage clients effectively.View
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Investment knowledge
Strong interest in investments and portfolio construction.View
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