Account Associate, Private Wealth, Wa
2 weeks ago
Exposure to front office investment management and private wealth clients- Important role in supporting distribution and clients- Opportunity for career development and growth in investment management
To provide support to Head of Private Wealth, Regional Manager QLD, WA and Key Account Managers (KAMs) to ensure we provide the highest level of service to our clients.
Sounds interesting? Here are some specifics about the opportunity:
- Provision of a superior level of support to the Head of Private Wealth, Regional Manager QLD, WA and KAMs- High quality management of client requests- Quality analysis and management of information- Plan, coordinate, book and record (via CRM) all activities for Head of Private Wealth/RM/KAMs, including appointments, seminars etc- Provide client service to external stakeholders, including advisers, key contacts, and clients (which includes the communication of fund performance, stocks and general market economics)- Manage and analyse information including funds flow, approved lists, and reports which identify sales opportunities- Provide detailed analysis on Perpetual products and our competitors- Prepare presentations- Plan and coordinate client functions- Manage projects - including assistance with completion of state plans, state-based initiatives within dealer groups and sponsorship requests.
To be considered for this opportunity, your qualifications, skills and experience could include:
- Relevant tertiary or industry qualifications (FINSIA, DFP)- Degree qualification desirable- RG146 desirable- CIMA or equivalent strongly preferred- Minimum 3 years financial services experience preferred- Sound understanding of Funds management industry including investment management- Technical investment/market knowledge across multiple asset classes highly regarded- Intermediate skills in Microsoft word, Excel, and PowerPoint- Ability to drive technical investment interaction to enhance sales opportunities- Demonstrated effective time management skills- Superior organisational skills.
Our opportunity
We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.
Our benefits- Two weeks additional paid leave for Well-being & Community Leave- Market competitive Parental Leave- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us?
You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
-
Associate - Private Wealth Management
3 days ago
Sydney, New South Wales, Australia Private Advertiser Full time $90,000 - $120,000 per yearThe opportunity:Excellent opportunity has arisen for an experienced Associate to become a key member of a successful boutique practice.A responsible and challenging position working with high net worth (HNW) clients across retail and wholesale segmentsA holistic and unique approach to financial planning utilising leading edge discovery processes to make a...
-
Key Account Manager
3 days ago
Greater Sydney Area, Australia Viola Private Wealth Full time $120,000 - $150,000 per yearLocation:Sydney CBDCompany:Viola Private WealthEmployment Type:Full-time, in officeAbout UsWe are a boutique wealth management firm dedicated to providing exceptional financial guidance and personalized service to high-net-worth individuals, families, and foundations. Our mission is to help clients preserve and grow their wealth through thoughtful planning,...
-
Sydney, New South Wales, Australia Perpetual Full time $60,000 - $120,000 per yearWork closely with front-office investment teams and high-net-worth clientsOpportunity for career developmentMore Time Off for What Matters: Enjoy up to 6 weeks of leavePerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...
-
Key Account Manager, Private Wealth
2 weeks ago
Sydney, Australia Perpetual Limited Full timeThe role of Key Account Manager, Private Wealth is focused on the development and execution of strategies to engage with the Private Wealth channel to develop new business opportunities and retain existing relationships within our business. Sounds interesting? Here are some specifics about the opportunity: - Responsible for a portion of net flows in the...
-
Sydney, Australia Commonwealth Bank of Australia Full timeExecutive Manager Private Wealth Distribution - Commonwealth Private **Executive Manager Private Wealth Distribution - Commonwealth Private** **About us** Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers. We offer market-leading...
-
Sydney, Australia Commonwealth Bank Full time**Executive Manager Private Wealth Distribution - Commonwealth Private**: **About us** Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers. We offer market-leading products and services, supported by some of the world’s best systems...
-
Associate Private Banker
3 days ago
Sydney, Australia Westpac Banking Corporation Full timeAssociate Private Banker - Great opportunity to build a career in Private Wealth - Play a key role in supporting the day to day needs of our HNW clients - Join a high performing and diverse team in Barangaroo **How will I help?** Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and...
-
Private Wealth Advisor
5 days ago
Sydney, Australia Macquarie Group Limited Full time-We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
-
Associate Advisor
2 weeks ago
Sydney, New South Wales, Australia Providence Wealth Full time $90,000 - $120,000 per yearAre you looking for an opportunity to drive your career forward?Providence Wealth Advisory Group is a privately owned and operated investment advisory group, that has been providing bespoke investment services to clients since 2000. Servicing valued clients nationally, we have offices in Sydney, Melbourne, and Adelaide. We provide comprehensive wealth...
-
Private Wealth Advisor
4 weeks ago
Sydney, New South Wales, Australia Macquarie Bank Limited Full timeBusiness Development & Sales, Wealth ManagementWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client...
