Perpetual Limited5 followers24 jobs

Associate

JuniorMid levelFull-timeHybridCanberra ACT, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

About the job

This job is an exciting opportunity to join the team at Perpetual Private as an Associate, where you will work closely with a Senior Financial Adviser to deliver high-quality financial planning services to High-Net-Worth clients. Your contributions will play a vital role in supporting tailored financial strategies, ensuring a seamless experience for clients. The team thrives on collaboration and a client-centric approach, making it a great fit for those who enjoy a dynamic work environment.

You'll be responsible for

🤝

Partnering with stakeholders

Work closely with Advisers, paraplanning and operations teams to deliver coordinated, high-quality client outcomes.
🔗

Acting as a key liaison

Ensure clear communication and seamless workflow across stakeholders within the pod.
📈

Managing client engagements

Oversee the lifecycle of client engagements from preparation through to implementation and follow-up.

Key criteria

📊

Client-facing experience

Demonstrated experience in a client-facing financial services role.

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🎓

Relevant bachelor's degree

Bachelor's degree in finance or financial planning is preferred.

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🗂️

Organisational skills

Proven ability to manage multiple priorities and deadlines effectively.

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View more

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5 criteria for this job
Client-facing experience
Demonstrated experience in a client-facing financial services role.

View

Relevant bachelor's degree
Bachelor's degree in finance or financial planning is preferred.

View

Organisational skills
Proven ability to manage multiple priorities and deadlines effectively.

View

Attention to detail
High attention to detail in client communications and documentation.

View

Communication skills
Strong written and verbal communication skills for client interactions.

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