Account Associate, Private Wealth

Account Associate, Private Wealth - Perpetual Asset Management

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across Asset Management, Wealth Management and Corporate Trust. Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

About the role

We're 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'll work closely with Key Account Managers and play a pivotal role in client engagement, sales support, and strategic growth initiatives. This is an ideal opportunity for someone early in their distribution career, ready to take ownership and grow within a respected investment firm.

Key Responsibilities

• Deliver high-quality, proactive support to Private Wealth (NSW), Broking, and QLD Key Account Managers (KAMs), ensuring seamless client engagement.
• Respond to client and adviser queries with professionalism, accuracy, and a solutions-focused mindset.
• Coordinate and manage client appointments, seminars, roadshows, and other engagement activities to support KAMs.
• Assist in planning and executing client functions, including logistics, invitations, and follow-up communications.
• Maintain and update CRM systems with meeting notes, client segmentation, activity tracking, and pipeline data.
• Ensure data integrity and accuracy to support reporting and strategic decision-making.
• Monitor and analyse fund flows, approved product lists, and client activity to identify trends and sales opportunities.
• Support the execution of channel plans and state-based growth initiatives in alignment with broader distribution strategy.
• Contribute to the completion of state plans and reporting on progress against KPIs.
• Provide timely and relevant market updates to clients and advisers, including fund performance, stock commentary, and macroeconomic insights.
• Prepare tailored presentations and briefing materials for client meetings and events.
• Collaborate with investment teams to ensure accurate and insightful product information is shared externally.
• Conduct detailed analysis of Perpetual's product suite and competitor offerings to support sales positioning.
• Identify gaps and opportunities in the market to inform distribution strategy and client conversations.
• Manage and support ad hoc projects across distribution, marketing, and client engagement.
• Coordinate internal and external events, including venue booking, stakeholder communication, and post-event reporting.

About you

We\'re interested in hearing from people who have:

• Holds a degree in Finance, Economics, Business, or a related field (progress toward CIMA is a plus).
• Has 3+ years\' experience in a client-facing role within funds management, platform distribution, or private wealth.
• Is passionate about investment management and understands multiple asset classes.
• Communicates clearly and thrives in a collaborative, high-performing team.
• Is detail-oriented, proactive, and committed to delivering exceptional client service.
• Can manage time effectively and juggle multiple priorities with ease.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year
• An annual allowance to empower you to prioritise your personal wellbeing
• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
• A growing number of employee-led networks who work to raise awareness and drive continued change
• We support over 50 First Nations Communities, helping to secure the communities\' future. We encourage applications from Aboriginal and Torres Strait Islander People

We\'re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative and Business Development

Industries

• Financial Services, Funds and Trusts, and Investment Management

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