Associate

4 days ago

Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $90,000 per year

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

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 execution.

  • 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 expiring 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

About You

You are degree qualified, preferably in finance, or have relevant prior experience 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 taxation 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

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path. 

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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