Perpetual Limited5 followers35 jobs

Associate

JuniorMid levelFull-timeHybridCanberra ACT, AustraliaPosted 2 days agoVerified 3 days 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.

Meet the team

About the company

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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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Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
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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Attention to detail
High attention to detail in client communications and documentation.

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

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A meaningful career starts with a match

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