Associate, Perpetual Wealth Management
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 Partner and Financial Adviser to deliver high-quality financial planning services to High-Net-Worth clients. Your role will be pivotal in supporting tailored financial strategies, ensuring seamless execution and exceptional client experiences. The team thrives in a high-performance, client-centric environment, fostering collaboration and continuous improvement.
You'll be responsible for
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Partnering with stakeholders
Working closely with Advisers, paraplanning and operations teams to deliver coordinated, high-quality client outcomes.🔄
End-to-end workflow & execution
Managing the lifecycle of client engagements from preparation through to implementation and follow-up.📞
Client experience & relationship support
Acting as a trusted day-to-day point of contact for clients, providing clear updates and responsive service.Key criteria
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Client-facing experience
Demonstrated experience in a client-facing associate or support role.View
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Relevant degree
Bachelor’s degree in finance or financial planning is preferred.View
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Organisational skills
Proven ability to manage multiple priorities and deadlines effectively.View
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