About the job
This job is about joining a high-performing team in Wealth Management, where you will partner with Advisers to provide exceptional service to clients. The impact of your work will be felt as you help protect and grow the wealth of Australia's most successful families and organisations. Collaboration and innovation are at the heart of how the team operates, fostering a supportive environment where everyone can thrive.
You'll be responsible for
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Strengthening client relationships
Enhancing connections through exceptional communication and deep rapport-building.📊
Supporting advisers
Applying critical thinking to contribute to portfolio insights and strategic recommendations for high-net-worth clients.🔄
Coordinating workflows
Managing schedules and streamlining activities to ensure smooth operations.Key criteria
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Wealth management experience
Demonstrated experience in Wealth Management and investment processes.View
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Exceptional communication skills
Strong interpersonal skills with a client-service focus.View
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Interest in investments
Relevant education or experience in finance or investment fields.View
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