Wealth Management Associate

2 days ago

Brisbane, Queensland, Australia Anton Murray Consulting Full time

We are seeking an experienced Dealers Assistant to join our Australian wealth management/stockbroking department in Brisbane. The successful candidate will be directly supporting private client advisers, and the broader investment, product, and services team.

Key Responsibilities:

  • Act as liaison between dealing desk, internal departments, external organisations, service agents, and clients.
  • Answer all incoming client calls and respond to client email queries.
  • Taking and placing orders.
  • Managing bulk trades.
  • Preparation and collation of all information required prior to client meetings including Financial Summary reports, portfolio performance, preferred stock recommendations and research, etc.
  • Monitor and liaise with Advisers on any failed settlements and provide daily reports.
  • Assisting with settlement queries.
  • Assistance with floats/IPOs/placements/corporate actions.
  • Post client meetings, work with Advisers regarding action points, delegation of these action points and ensuring these are all completed.
  • Provide advisers with post meeting email to ensure clients are continually updated.
  • Quoting market prices on indices, ordinary shares and options.
  • Management of upcoming corporate actions, floats, IPOs.
  • Liaising with Advisers regarding details, timeline and participation in corporate actions.

Requirements:

  • 2+ years' experience within wealth management, ideally equity markets operations/client services or coming from another dealer/desk/advisor assistant role.
  • Tertiary degree – Bachelor's Degree or higher – within a related discipline.
  • RG 146 qualification – if not held already then a requirement to study towards.
  • AML/KYC experience, as well as strong MS Office skills an advantage.
  • Excellent numeracy and communication skills, both written and spoken, when speaking to HNW clients.
  • High attention to detail and organisational skills.
  • Ability to work under pressure and to tight timeframes within a team.

This is a fantastic opportunity to join a reputable global wealth manager. Remuneration is dependent on prior experience, within the range of circa $80-90k + super in Brisbane.

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