Associate, Wealth Management

Descripción del puesto

Position Summary The Associate, Wealth Management role is a client-facing advisory support role supporting Advisors by coordinating advice processes, preparing proposal, review and pitch documentation, managing portfolio transactions and supporting a high-quality client experience. This role is located in Syndey, New South Wales, Australia. Primary Responsibilities Advisor and Client Support Provide day-to-day support to Advisors to help deliver a consistent and responsive client experience. As…