Wealth Management Professional

4 weeks ago

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

Job Title: Wealth Management Professional

About the Role:

We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management sector.

Key Responsibilities:

  • Assist in the development and implementation of financial advice and investment proposals;
  • Provide superior client service and support to our clients;
  • Maintain an up-to-date working knowledge of current relevant legislation and industry standards;
  • Proactively identify opportunities for process improvement within the business;
  • Manage the overall client relationship and communication process;
  • Provide efficient and broad administration support to the Investment/Financial Advisory team;
  • Initiate the new client process and ensure the appropriate identification documents are gathered;
  • Undertake general mailing duties and maintain filing systems in accordance with relevant compliance criteria;
  • Reconcile expense statements and receipts;
  • Assist with the documentation process and draft correspondence in relation to routine matters;
  • Provide clients and third parties with reports for investments when required;
  • Covering duties for other Team Assistants when they are on leave;

Requirements:

  • 3+ years relevant experience in equity markets, either from operations, Client Services or similar Desk Assistant / Adviser Assistant / Dealer assistant experience;
  • Degree Qualified within a Banking related discipline;
  • RG 146 (ideally – if not will be paid for to study).

About Us:

Anton Murray Consulting is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service and support to our clients and candidates.

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