Wealth Management

4 weeks ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time
Melbourne

Wealth Management

Contract or Temporary

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager in Melbourne on an initial 12-month contract.

A key function of the role is the ability to deal confidently with Private Client Advisers and their HNW/UHNW clients in a high-volume, time-critical environment. To be successful in this role, you will need to demonstrate knowledge of the financial advice process, financial markets, and product and industry trends. You will need to have a high attention to detail, be able to prioritize work accordingly, and work well under pressure.

Ideally, candidates will have previous experience in a similar Client Service/Dealer's Assistant/Adviser's Assistant role, and ideally hold their RG146 qualification. Strong Excel skills and prior experience working on projects are also desirable.

Key responsibilities include:

- Facilitation of all administrative client queries
- Client onboarding, including preparation of account documentation and creation of client records in their systems
- Arranging and assisting with maintenance of client accounts and records, in line with AML/CTF, KYC regulations
- IPO and corporate action allocation management
- Preparation of client valuations, asset allocations, and reporting as required
- Assisting in client asset transfers, including cash, both domestically and internationally
- Processing and monitoring stock settlements, including follow-up with clients regarding outstanding funds
- Prioritizing competing adviser requests in a fast-paced environment
- Assisting with logistics and planning for The Asia Practice's client events
- Providing ad hoc translation for marketing purposes
- Establishing and maintaining relationships with internal stakeholders and departments
- Participating in department cross-training and process development initiatives
- Proactively notifying clients and FAs of issues, with solutions and timeframes
- Complying with the Company Code of Conduct and regulatory requirements
- Understanding US and UK tax forms like W8BEN and CRS (preferable)
- Understanding Opt-In, FDS, and Client Consent (FOFA) forms (preferable)

Qualifications:

- Desirable tertiary qualification in Finance, Business, or Economics
- RG146 – if not held, a requirement to study towards
- Experience within wealth management, stockbroking, or financial planning
- Understanding of Broking Platforms (Domestic and International)
- Understanding of Portfolio management platforms (e.g., Praemium) is an advantage
- Client Service Manager experience is not mandatory but highly regarded

Key Skills/Knowledge:

- High attention to detail
- Strong literacy and numeracy skills
- Proficiency in Microsoft Office Suite
- Strong organizational skills
- Fundamental knowledge of financial advice processes, markets, and industry
- Excellent verbal and written communication skills
- Resilience and ability to prioritize tasks
- Goal-oriented with drive and initiative

This role will be hired on an initial 12-month contract and will be paid a highly competitive rate depending on experience.

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