Associate, Perpetual Wealth Management
3 days ago
- More Time Off for What Matters: Enjoy up to 6 weeks of leave
- Work with a wide variety of clients supporting an experienced Advice team
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
An exciting opportunity to be part of the wider Queensland Private Clients team as an Associate working directly with Advisers and Clients.
The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
About the role
Join our dynamic team at Perpetual Wealth Management As an Associate, you will:
- Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
- Oversee implementation of advice recommendations & keep clients updated regarding progress
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
- Identify cross-selling opportunities and referrals to Financial Advisers and Partners
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance
About you
We're looking for someone with:
- Min 2 years industry experience including strong customer service skills
- Excellent verbal and written communication skills
- Excellent time management and organisational skills
- Excellent relationship building skills
- PC literate (Word & Excel)
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Study support and commitment to supporting professional development
Diversity and inclusion
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
-
Associate, Wealth Management
3 days ago
Brisbane, Queensland, Australia Perpetual Full time $90,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leaveWork with a wide variety of clients supporting an experienced Advice teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.An...
-
Brisbane, Queensland, Australia VISIS Private Wealth Full time $60,000 - $80,000 per yearThis is your opportunity to become part of a well established, successful privately owned wealth management practice that is recognised as a market leader in Australia.Some of the highlights of this exciting Client Services role are:· Attractive Salary Package· Prestigious Brisbane CBD Location· Dynamic Team Environment· Excellent Career Progression...
-
Brisbane, Queensland, Australia VISIS Private Wealth Full time $60,000 - $80,000 per yearAbout the RoleVISIS Private Wealth, an award-winning financial services firm, is seeking a detail-oriented and proactive Business Support Co-ordinator to join our Brisbane team. This role is ideal for someone who thrives in a dynamic environment and enjoys driving operational excellence through smart systems and process improvements.Reporting to the Practice...
-
Client Service Officer
2 weeks ago
Brisbane, Queensland, Australia SBB Wealth Full time $60,000 - $90,000 per yearClient Service Officer (Wealth Management)Location: Ipswich | Full-timeDescriptionWe're looking for a proactive and experienced Client Service Officer to join the SB Wealth team and support our advisers in delivering exceptional client experiences.You'll be the first point of contact for client enquiries, working closely with our advice and admin teams to...
-
Associate Wealth Adviser
2 days ago
Brisbane, Queensland, Australia Equity Trustees Full time $90,000 - $120,000 per yearRediscover Purpose in Financial Advice — Join Our Health & Personal Injury TeamAre you ready to return to a role where your financial expertise can truly change lives?This is a unique opportunity to join our Sydney-based Health & Personal Injury investment team, supporting clients who are navigating deeply personal challenges. You'll work alongside a team...
-
Brisbane, Queensland, Australia ANZ Banking Group Limited Full time $90,000 - $120,000 per yearAbout Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role The purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Advisers managing the financial advice relationships with high net worth...
-
Business Development Manager – Wealth Solutions
2 weeks ago
Brisbane, Queensland, Australia Macquarie Group Full time $80,000 - $120,000 per yearOur Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice firms and financial brokers achieve their goals by developing and providing targeted solutions and support, fostering relationships, and connecting them with Macquarie's...
-
Financial Planner
1 week ago
Brisbane, Queensland, Australia Strategies for Wealth- Full time $80,000 - $120,000 per yearCompany DescriptionStrategies for Wealth is dedicated to providing professional financial advice and mentoring to every Australian family, regardless of their financial status. The company aims to democratize access to unique financial strategies that were previously only available to the top 5% of income earners, empowering all families to achieve wealth...
-
Training & Relationship Manager - QLD
5 days ago
Brisbane, Queensland, Australia Netwealth - See Wealth Differently (ASX:NWL) Full time $90,000 - $120,000 per yearAbout NetwealthNetwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.Founded in 1999, Netwealth has grown rapidly, driven by an...
-
Brisbane, Queensland, Australia Westpac Group Full time $80,000 - $120,000 per yearBuild your best future with Westpac as an Associate / Senior Associate within the WIB Real Estate team, based in Brisbane QLD.What's the role?As an Associate / Senior Associate Property QLD, you will be a part of WIB's QLD Real Estate (RE) industry team, which supports the origination and execution of Property transactions within WIB.WIB's Real Estate (RE)...
