About the company
This leading Private Wealth firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry.
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this job offer closes 24 august 2026
job details
this job offer closes 24 august 2026
randstad professional
we bring diverse and pre qualified professional talent and businesses together to connect the right people with the right roles. by building specialized teams, we help individuals flourish in their careers and businesses succeed.
job details
About the role
In this Private Wealth Associate role, you will partner closely with three Senior Investment Advisers, serving as a trusted point of contact for their ultra high net worth clients.
Your responsibilities will include end-to-end client onboarding, trade execution, stakeholder management (internal and external), preparation of strategic meeting materials and investment proposals, and ensuring compliance standards are met.
This role is a 24 month Fixed Term Contract with the opportunity to become permanent. It is an ideal role for an experienced Client Service Manager, Paraplanner, or Associate seeking to deliver high-touch support to advisers in a high-net-worth wealth management environment.
Demonstrated skills
- Experience working in financial advice / private wealth in a support or paraplanning function
- Ability to build strong relationships with UHNW clients
- Strong communication skills and attention to detail.
- Ability to work in a fast paced environment
- Great understanding of compliance frameworks in the advice industry
- Tertiary qualifications in Finance, Business, Economics, or related field
Benefits
- Attractive salary package
- Collaborative environment focused on long-term client outcomes.
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
About the company
This leading Private Wealth firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry.
...
About the role
In this Private Wealth Associate role, you will partner closely with three Senior Investment Advisers, serving as a trusted point of contact for their ultra high net worth clients.
Your responsibilities will include end-to-end client onboarding, trade execution, stakeholder management (internal and external), preparation of strategic meeting materials and investment proposals, and ensuring compliance standards are met.
This role is a 24 month Fixed Term Contract with the opportunity to become permanent. It is an ideal role for an experienced Client Service Manager, Paraplanner, or Associate seeking to deliver high-touch support to advisers in a high-net-worth wealth management environment.
Demonstrated skills
- Experience working in financial advice / private wealth in a support or paraplanning function
- Ability to build strong relationships with UHNW clients
- Strong communication skills and attention to detail.
- Ability to work in a fast paced environment
- Great understanding of compliance frameworks in the advice industry
- Tertiary qualifications in Finance, Business, Economics, or related field
Benefits
- Attractive salary package
- Collaborative environment focused on long-term client outcomes.
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
qualification
- Tertiary qualifications in Finance
- Business
- Economics
- or related field
