Associate

2 weeks ago

Melbourne, Australia LGT Gruppe Holding AG Full time

Category
Relationship Management
Workload
Full Time ( 80%)
Posted on
5 September 2024***:
LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of eperience in the management of sizeable sums of assets.

**Your challenge****:
**Key Responsibilities**
- On-boarding of clients, account opening and day to day administration and maintenance of client portfolios.
- Provide effective and timely management of settlement obligations
- Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading eecution.
- Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections.
- Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
- Regular liaison with clients, Advisers, and other internal departments
- Proactive client management ensuring that annual reviews, updates of risk profile and epiring documentation are carried out by your team in a timely manner.
- Handle all incoming and outgoing correspondence.
- Maintain client files
- Manage and report on the Investment Adviser’s service delivery, including compliance with the portfolio mandate
- Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
- Assist in coordination of client functions and marketing events

**Your profile****:
**About You**

You are degree qualified, preferably in finance, or have relevant prior eperience in similar position within a professional services firm and have a strong ability to use to use technology, particularly when it comes to spreadsheets. We are a relationship-based firm, so your interpersonal and client skills are second to none, as is your ability to connect with others. Your attention to detail is outstanding and you are a logical thinker, who is always looking at ways to streamline processes and make improvements where possible.

An understanding of investment/financial planning concepts, superannuation and taation regulation are an advantage, as relevant tertiary qualifications.

If you are a self-starter, passionate about what you do, love a team environment and are comfortable using technology for everything, we want to hear from you

**Contact****:
**Ahaly Kunasingham***:HR Coordinator**
- LGT Crestone Wealth Management Ltd._

  • Associate/Senior Associate

    2 weeks ago

    Melbourne, Victoria, Australia Turks Full time $80,000 - $160,000 per year

    Turks are looking for a 2 PQE + Associate or Senior Associate to join our high performing and successful Life Insurance, Superannuation and Financial Advice team. ResponsibilitiesYou will take responsibility and ownership over a range of tasks, including but not limited to:• working on a diverse range of complex litigation and advice matters across life...

  • Associate / Senior Associate, Tax

    2 weeks ago

    Melbourne, Australia Allens Corporate Services Full time

    Associate / Senior Associate, Tax page is loaded Associate / Senior Associate, Tax Apply remote type Hybrid locations Melbourne time type Full time posted on Posted Yesterday job requisition id JR00000878 Associate / Senior Associate, Tax - Disputes Your role Are you ready to take the next step up in your tax law career? You will be based in Melbourne as...

  • Associate

    5 days ago

    Melbourne, Australia LGT Crestone Wealth Management Full time

    Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

  • Associate

    1 week ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD As part of NAB’s ambition to be the World’s Best Business Bank and drive better customer outcomes, Business & Private Banking is introducing innovative new ways of working. At NAB Private Wealth, Relationship Associate teams play a critical role in delivering exceptional service to our...

  • Lawyer / Associate / Senior Associate

    1 week ago

    Melbourne, Victoria, Australia Taylor Root Full time

    Lawyers – All Levels | Multiple Practice Areas | MelbourneAre you a lawyer looking for your next opportunity in private practice?We are working with a range of respected law firms across Melbourne including boutique, mid-tier, national, and top-tier firms that are actively hiring across multiple practice areas.Whether you're a junior lawyer building your...

  • Regulatory Associate

    3 days ago

    Melbourne, Australia Cylite Full time

    We are looking for an enthusiastic and established Regulatory Associate to join our growing team. The Regulatory Associate supports the effective implementation of regulatory strategy and maintenance of life-cycle regulatory compliance to meet Cylite’s marketing and regulatory objectives in various markets/jurisdictions.

  • Janitorial Associate

    2 weeks ago

    Melbourne, Victoria, Australia Dierbergs Markets, Inc. Full time $40,000 - $60,000 per year

    Janitorial Associate · Part & Full-Time Opportunities · Dierbergs Markets Janitorial Associates keep our stores clean and running at the highest level.  They are independent and have a strong attention to detail which helps with their responsibilities:    Perform a wide range of cleaning and general store maintenance functions in order to keep the...

  • Litigation Associate

    2 weeks ago

    Melbourne, Australia Sonder Consultants Full time

    A **leading national firm **is seeking a **Litigation Associate** to join its well-regarded Government Advisory team in **Melbourne**. This is an exciting opportunity to work with renowned Partners Mark Henry and Angela Barac, focusing on providing merits review for a Commonwealth Government agency within a collaborative and supportive environment. **The...

  • Dealing Associate

    2 weeks ago

    Melbourne, Australia Computershare Full time

    **Location: Melbourne - Yarra Falls (Hybrid)** This is a hybrid position-based in our Yarra Falls location. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our flexible work culture at...

  • Associate Adviser

    1 week ago

    Melbourne, Victoria, Australia First Financial Full time $60,000 - $120,000 per year

    About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser you are a main contact point for clients and are a support in the establishment and...