Account Associate, Private Wealth – Perpetual Asset Management

Work closely with front-office investment teams and high-net-worth clients.

Opportunity for career development.

More Time Off for What Matters: Enjoy up to 6 weeks of leave.

Perpetual Group is an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia, with 11 leading brands across Asset Management, Wealth Management, and Corporate Trust.

Perpetual Asset Management is a global multi-boutique asset management business offering a wide range of investment capabilities through seven boutiques and brands worldwide. In Australia, Perpetual and Pendal provide capabilities across equities, credit, fixed income, multi-asset, and ESG. We are expanding in the US, UK, and Europe through brands like Barrow Hanley, Trillium, JO Hambro, Regnan, and TSW.

We are seeking a commercially minded Account Associate to join our Sydney-based team, supporting distribution efforts across Private Wealth (NSW) and Queensland (from Sydney remotely). Reporting to the Head of RI Distribution / State Manager NSW, you will work closely with Key Account Managers and play a key role in client engagement, sales support, and growth initiatives. This role is ideal for someone early in their distribution career, eager to take ownership and grow within a respected investment firm.

Key Responsibilities

• Provide high-quality, proactive support to Private Wealth (NSW), Broking, and QLD Key Account Managers, ensuring seamless client engagement.
• Respond to client and adviser queries professionally and accurately.
• Coordinate client appointments, seminars, roadshows, and engagement activities.
• Assist in planning and executing client functions, including logistics and follow-up.
• Maintain and update CRM systems with meeting notes, client segmentation, and activity tracking.
• Ensure data integrity to support reporting and decision-making.
• Monitor fund flows, product lists, and client activity to identify trends and opportunities.
• Support channel plans and growth initiatives aligned with distribution strategy.
• Contribute to state plans and KPI reporting.
• Provide market updates, including fund performance and macroeconomic insights.
• Prepare presentations and briefing materials for meetings and events.
• Collaborate with investment teams to share accurate product information.
• Analyze Perpetual's products and competitors to support sales positioning.
• Identify market gaps and opportunities to inform strategy and client discussions.
• Support ad hoc projects in distribution, marketing, and engagement.
• Coordinate events, including venue booking and stakeholder communication.

About You

• Holds a degree in Finance, Economics, Business, or related field (CIMA progress is a plus).
• Has 3+ years' experience in a client-facing role within funds management, platform distribution, or private wealth.
• Passionate about investment management and familiar with multiple asset classes.
• Communicates clearly and works well in a collaborative, high-performing team.
• Detail-oriented, proactive, and committed to excellent client service.
• Effective time management skills and ability to handle multiple priorities.

How We Work

Our culture is driven by our three behaviors: Stretch, Own it, Make an impact, guiding our interactions, decision-making, and problem-solving.

Employee Benefits

• Work from anywhere in Australia for up to one month annually.
• An annual wellbeing allowance.
• Study support and professional development opportunities.

Diversity and Inclusion

We are committed to diversity through a 7-pillar strategy, support First Nations communities, and encourage applications from Aboriginal and Torres Strait Islander People. We strive to create an inclusive environment where everyone can thrive.