Private Wealth Associate

Sydney
Wealth Management
Permanent

A growing, boutique private wealth management firm based in Manly is seeking an experienced Private Wealth Associate to join their close-knit team. Our client boasts a really nice, highly positive team culture where you will work in close interaction with senior private client advisors. If you have a background in administration or client services within financial planning, wealth management, or a platform provider, this is an exceptional opportunity to step into a stable, rewarding role supporting a dynamic business.

As a Private Wealth Associate, you will play a pivotal part in managing daily operations, collaborating directly with the advisory team, and ensuring our client’s high-net-worth individuals receive a seamless, premium service.

What You’ll Be Doing

• Platform Administration: Process transactions, corporate actions, and establish new accounts across major wrap platforms.
• Client Onboarding & Compliance: Manage applications, coordinate KYC verification, and ensure accurate record maintenance for our client’s accounts.
• Regulatory Documentation: Prepare, execute, and monitor annual fee consents and ongoing fee renewals.
• Adviser Support: Work side-by-side with private client advisors on comprehensive meeting preparation, document gathering, and post-review execution.
• Client Engagement: Act as a professional, knowledgeable, and welcoming first point of contact for our client’s valued network.

What We’re Looking For

• Industry Experience: Proven administration or client services experience within wealth management, financial planning, or an investment platform provider (essential).
• Experience Level: Ideally, a few years of previous client services experience in financial planning or private wealth is (highly regarded).
• Technical Skills: Prior hands-on experience navigating wealth platforms and modern CRM ecosystems—such as Netwealth, HUB24, FinClear, or Dynamics 365—is (highly regarded).
• Communication Skills: Must possess exceptionally strong communication skills, spanning across in-person interactions, written correspondence, and verbal communication.
• Core Strengths: Sharp attention to detail, strong organisational skills, and a genuine pride in delivering a client-first experience.

What’s on Offer

• Culture & Team: A full-time, stable role within a remarkably positive, supportive, and successful boutique team environment.
• Career Growth: Genuine scope to expand your responsibilities and advance your career as a Private Wealth Associate alongside experienced mentors.
• Lifestyle: Beautiful office location on the Northern Beaches—enjoy a premium workplace close to home without the city commute.
• Work Structure: Please note that to maintain their highly collaborative team environment and close interaction with advisors, our client requires this Private Wealth Associate role to be performed 5 days per week in-office.

Please kindly apply via the link below, and we look forward to reviewing your application!