Associate Sydney (AU)

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.

We’re seeking an Associate to provide high‑quality operational and administrative support to our Advisory team. This is a long‑term career role focused on coordination, accuracy, and execution in support of high‑net‑worth and ultra‑high‑net‑worth clients.

This opportunity suits someone who thrives on structure, precision and keeping a busy team running smoothly. We welcome candidates from a range of any corporate or financial services backgrounds - including wealth operations, paraplanning, financial planning, or other roles requiring strong organisational capability and attention to detail.

Your Responsibilities

• Manage end‑to‑end onboarding processes, account openings, documentation and day‑to‑day portfolio administration.

• Coordinate key operational activities including cash and stock transfers, corporate actions, settlements and international trading instructions.

• Support investment advisers in preparing meeting packs, maintain records and ensure all documentation is accurate, compliant and delivered on time.

• Support the team by managing workflows, tracking deadlines and ensuring smooth execution of daily tasks.

• Liaise daily with clients, internal teams and external providers to resolve queries and deliver a seamless service experience.

• Maintain meticulous client files and internal systems to support efficient team operations.

About You

• Experience in wealth management or a similar client facing financial services role (desirable).

• Background in administrative support, coordination, or operations - ideally within financial services, though strong experience in other professional settings will also be considered.

• Exceptional organisational skills with a strong focus on accuracy and detail.

• Clear written and verbal communication skills with a professional, approachable style.

• Comfortable managing multiple priorities in a dynamic environment with a solutions‑oriented mindset.

• Confident using Microsoft Office skills (Excel, PowerPoint, Word).

Qualifications

• Degree in Finance or a related discipline (desirable but not essential).

• RG146 accreditation or willingness to obtain it.

• AML/KYC or derivatives accreditation considered an advantage.

Why You’ll Love This Role

• A values‑driven, purpose‑led culture - Our long‑term ownership model means stability, integrity and a commitment to sustainable success for clients and our people.

• Exposure to global capability and sophisticated investing - Gain insight into private markets, sustainable investing and intergenerational wealth strategies as part of a global 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 collective achievements.