Private Wealth Management Associate

1 week ago

Canberra, ACT, Australia beBeeAdministrative Full time $60,000 - $80,000
Job Overview

This is an exceptional opportunity to contribute to a dynamic team within Private Wealth Management division.

  • Provide administrative assistance to professionals in client service delivery.
  • Support in managing client relationships and investment portfolios.

We are seeking a detail-oriented individual with strong communication skills and relevant experience or education in a related field.

About This Role
  • Offer technical and administrative support to professionals.
  • Assist in planning and executing client meetings and events.

This role offers the chance to work alongside experienced professionals, learn from their expertise, and develop valuable skills in financial services and markets.

Key Responsibilities
  1. Place buy/sell orders on the market as per client requests.
  2. Manage client funds product orders and monitor investments.
  3. Prepare comprehensive advice documents and assist with client interactions.

This is a fantastic chance to grow professionally and make a meaningful contribution to our organization.

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