Associate Advisor - Perth, Australia - Mutual Trust

Mutual Trust

Verified Company

Perth, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

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.

About Our Team
Mutual Trust has over 210 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team of people enjoy a fun and engaging culture. We have diverse roles and opportunities across accounting, tax, family office, agri-business, trustee and philanthropy competencies. We support our focus on technical expertise through extensive learning and development opportunities.

The Opportunity

Are you ready to play a pivotal role in the delivery of top-tier wealth management services? At Mutual Trust, we're not just managing wealth; we're crafting legacies.

As an Associate Advisor, you'll be supporting the Director, Wealth in providing a bespoke, high-touch service to our sophisticated client base.

You'll work hand in hand with the Director assisting in all facets of wealth management advisory services within the dynamic landscape of Australia's leading multi-family office.

Key Responsibilities

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 coordinating asset transfers, portfolio rebalances and managing client cash payments and transfers.

About You

You're not just looking for a job; you're seeking a career that challenges and fulfills you. With a keen eye for detail, a passion for finance, and a dedication to client service, you're poised to make a significant impact. You're ambitious and prepared to work hard for what you want. Above all, you are a natural with people, have a high level of emotional intelligence and inner confidence.

You have:

Degree qualified or undertaking post graduate studies in a finance related field.
Studying towards CFA level 1 or 2 will be looked upon favourably.
Ideally RG146 qualified or FASEA accreditation in progress.
A wizard in Excel and PowerPoint you're all about the details.
An understanding of concepts in wealth management, investment markets and portfolio management.
Excellent communication skills, selfawareness, a growth mindset and the drive to succeed.

Culture & Benefits

Work with industry leading experts.
Professional training and development for staff of all levels.
Annual performance payment based on business and individual performance.
Supportive flexible work arrangements and opportunity to purchase additional leave.
Paid community / volunteer days and charity involvement.
Yearly health and wellbeing allowance and activities for our staff.
Reward and Recognition program.
Employee assistance program offering free and confidential counselling and support for you and your family.

How to Apply