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Private Wealth Associate

8 months ago

Sydney, Australia Walsh Bay Partners Pty Ltd Full time

**Private Wealth Associate**

Family Office Consulting Practice

Be Challenged & Contribute to our Success
- Rare opportunity to capitalise on your Financial Adviser support experience & knowledge
- Sydney opportunity
- Newly created role
- Full time or part time

Walsh Bay Partners is a highly regarded, boutique Family Office consulting practice boasting a sophisticated & enviable client base. Due to our significant growth, the Private Wealth Associate role has been created to support our highly experienced Financial Advice team in Sydney. To fully leverage the Financial Advisers and support our operating efficiencies, you will take a proactive coordination role with our Investments and Operations teams in all non-advice related matters. Being pivotal to the delivery of service excellence, the responsibilities are broad and encompass all facets of wholesale investments implementation, administration management and client support. You will also contribute to the compilation of our bespoke investment reporting, so your interest in this area and confidence working with data will be an advantage.

We offer:

- Professional development & mentoring
- An intellectually stimulating professional environment
- Direct access to the business leaders & external consulting partners
- Workplace flexibility & diversity
- CBD offices

If you are seeking to join a true Family Office consulting practice, this role offers the rare opportunity to:

- Gain exposure to a unique service offer
- Work closely with renowned private wealth professionals
- Actively engage with sophisticated clients

If you are naturally curious about the wealth management sector & demonstrate:

- 3 years plus investment focused financial advice implementation experience detail with a solid understanding of the AML/CTF regime
- Experience in working with bespoke solutions & documentation
- An exposure to investment reporting data
- Have exceptional communication skills
- A strong desire to work with people to make a positive difference to their lives
- A high level of numeracy & attention to detail
- A proven ability to deliver to critical time frames
- A strong team spirit & importantly a ‘can do’ attitude
- And if you are tertiary qualified & herald from a Private Wealth firm, Fund Manager or similar
- ..... then we are keen to speak with you

**Job Type**: Permanent

Pay: $90,000.00 - $100,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person