Associate at LGT Crestone Wealth Management Limited

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Portfolio Administration, Cash Transfers, Stock Transfers, Corporate Actions, Margin Calls, Settlements, International Trading, Meeting Preparation, Investment Proposals, Review Packs, Client File Maintenance, Compliance Standards, Query Resolution, Risk Profile Renewals, Client Functions

Industry

Financial Services

Description

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. 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. Assist in coordination of client functions and marketing events 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). 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. 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.

Responsibilities

The Associate will manage new client onboarding, account openings, and daily portfolio administration, while also coordinating key client activities such as transfers, corporate actions, and trading. This role involves supporting Investment Advisers by preparing necessary documentation like meeting materials and investment proposals, and ensuring accurate client record maintenance.