Wealth Management Professional

7 days ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time
Sydney Advisory Role

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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