Wealth Management Professional
7 days ago
A leading global wealth management advisory firm is seeking an experienced team leader to manage a group of associate advisers and provide front office and risk support in their Sydney office.
Key responsibilities include:
- Mentoring and training associate advisers in the Sydney office
- Enhancing procedures and processes for the team
- Supporting first-line risk activities such as risk and control register maintenance and incident management
- Maintaining client advice processes and documentation
- Assisting with front office remediation projects
Qualifications and experience required:
- Minimum of 4 years' experience in a similar role within the wealth management sector, ideally with prior associate adviser experience and risk, KYC, admin support, and team leading
- RG146 accreditation or equivalent
Desired skills and experience:
- Degree qualified in finance or related disciplines
- Anti-money laundering/Know Your Client experience
- Excellent customer service skills, including written and verbal communication
- Resourceful, self-starter with high work standards and willingness to learn
- Strong Microsoft office skills, including Excel, PowerPoint, and Word
- High level of attention to detail and accuracy with a focus on compliance
- Exceptional organisational and prioritisation skills, able to multi-task effectively in a fast-paced environment
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