Associate Advisor - Wealth Management

at  Mutual Trust

• Newly created, client facing role servicing best in class HNW clients
• Supportive team environment that champions collaboration and growth
• Career game changing role with endless professional development opportunities

ABOUT US

Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

• Support the Director, Wealth in the delivery of wealth management services to a sophisticated HNW client base.
• Assist with understanding clients’ financial goals, objectives and risk profiles.
• Attend client meetings, take detailed notes, follow up action items, prepare meeting materials and client review packs.
• Create and maintain investment strategies and assist in the preparation of investment recommendations.
• Various administration matters to support client and Director activities, such as co-ordinating asset transfers, portfolio rebalances and managing client cash payments and transfers.