About the job
This job is about joining a high-performing team in Melbourne to support advisers in Wealth Management. By providing exceptional service, you will help clients protect and grow their wealth while fostering strong relationships. The team values collaboration, innovation, and a client-centric approach, creating an environment where everyone can thrive.
You'll be responsible for
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Strengthening client relationships
Building exceptional communication and deep rapport with clients to enhance relationships.🧠
Supporting advisers
Applying critical thinking to contribute to strategic solutions for high-net-worth clients.📅
Coordinating workflows
Managing schedules and streamlining activities to ensure smooth operations and efficiency.Key criteria
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Wealth management experience
Demonstrated experience in Wealth Management and administrative support.View
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Exceptional communication skills
Strong interpersonal skills for building client relationships.View
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Interest in financial planning
Relevant education or experience in strategic financial planning.View
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