This is a great opportunity for a career orientated market professional to join a well-established Financial Services Organisation as a Private Wealth Assistant.
Dealing with Ultra high net worth clients and very intelligent colleagues, our client is keen to meet with individuals who have had at least two plus years’ experience in stockbroking client service / operations or are currently a Private Wealth Assistant
looking for a new opportunity. Supporting 5 wealth advisors, this is a mature and busy desk. This role has a positive mix of administration, on-boarding, transitions, and client service-related duties, will be involved in corporate deals, client meetings, operational functions, will need a thorough understanding of all KYC and AML rules, compliance and risk. This is a high performing desk and are keen to partner with a career focused professional. The advisors are looking to invest their time in all training and future career development. If you are looking for a career as a PW assistant or a future career as an advisor, this opportunity will provide both pathways.
The client will provide a positive and engaging working environment with a busy and exceptional culture. Our client is keen to meet with candidates who are settled, career driven, will be focused on providing quality client service to the advisors and their client base. A strong knowledge of equities and broking operations are essential. RG 146 is required.
If you pride yourself on your work practice, are organised, thorough in operation and are a positive and driven individual, then please apply.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below.
Private Wealth Assistant
Private Wealth Assistant
Contract Type:
Full Time
Location:
Melbourne - Victoria
Industry:
Banking & Finance
Contact Name:
luke cuni
Contact Email:
lcuni@gowrecruitment.com
Contact Phone:
0413839375
Date Published:
08-Apr-2026