About the job
This job is about being part of a high-performing and collaborative team in Brisbane CBD, dedicated to uplifting careers in Wealth Management. By partnering with Advisers, you will provide exceptional service to clients and communities, ensuring their goals and needs are prioritized. The team thrives on innovation and strong client relationships, creating a supportive and inclusive environment where everyone can contribute their best.
You'll be responsible for
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Strengthening client relationships
Strengthening client relationships through exceptional communication, meaningful engagement, and deep rapport-building.💡
Supporting advisers
Supporting advisers by applying critical thinking and contributing to portfolio insights, investment analysis, and strategic recommendations for high-net-worth (HNW) clients.🔗
Coordinating workflows
Coordinating 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
Strong ability to build rapport and engage with clients.View
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Investment knowledge
Understanding of portfolio construction and market strategy.View
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