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 experience in the management of sizeable sums of assets.
About the Opportunity
Join LGT Wealth Management — one of Australia’s leaders in private wealth advice and part of the world’s largest family owned wealth management group.
As an Associate in our Advisory team, you’ll play a pivotal role supporting Investment Advisers to deliver exceptional service to high net worth and ultra high net worth clients.
This is an ideal role for someone who enjoys solving problems, working closely with clients, and being part of a collaborative, values driven environment. You’ll gain exposure to sophisticated portfolios, global investment solutions, and a business that genuinely values long term thinking, trust, and sustainable success.
Your Responsibilities
Manage the onboarding of new clients, account openings and day to day portfolio administration.
Coordinate key client activities including cash and stock transfers, corporate actions, margin calls, settlements, and international trading.
Support Investment Advisers by preparing meeting materials, investment proposals, pitch documents and review packs.
Maintain accurate client files and records within Avaloq while ensuring compliance standards are met.
Liaise daily with clients, internal teams and external providers to resolve queries and deliver a seamless service experience.
Proactively monitor key client milestones such as annual reviews, documentation updates and risk profile renewals.
About You
2+ years’ experience in wealth management or a similar client facing financial services role.
Strong organisational skills, high attention to detail and the ability to juggle competing priorities.
Excellent communication skills and a genuine client first mindset.
Comfort working in a fast paced environment with a proactive, resourceful and solutions oriented approach.
Strong Microsoft Office skills (Excel, PowerPoint, Word).
Qualifications
Degree in Finance or a related discipline (desirable).
RG146 accreditation or willingness to obtain it quickly.
AML/KYC or derivatives accreditation considered an advantage.
Why You’ll Love This Role
A values driven, purpose led culture - At LGT Wealth Management, our long term ownership model means stability, integrity and a commitment to sustainable success — for clients and for our people.
Supportive environment with real career progression - You’ll be part of a close-knit Advisory team backed by a National Associate Manager, with clear development pathways and ongoing learning to grow your career.
Exposure to global capability and sophisticated investing - Work with world-class advisers, gain insight into private markets, sustainable investing and intergenerational wealth strategies as part of a global wealth management network.
A team that wins together - Collaboration is one of our core values. You’ll be surrounded by people who back you, share knowledge generously, and celebrate both individual and collective achievements.
La transparence est importante pour nous. C'est pourquoi vous trouverez tout ce qui nous importe sur notre site web - et tout ce que vous devez savoir sur nous avant de nous rencontrer en personne, d'ouvrir un compte ou de postuler à un emploi. Cela inclut, par exemple, l'histoire de la famille princière, qui est étroitement liée à la nôtre.