Associate, Wealth Management
Focus Partners Australia & Escala Partners · Sydney, New South Wales, Australia
Posted 12 days ago
or apply directly on Focus Partners Australia & Escala Partners's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 12 days Focus Partners Australia & Escala Partners's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 0% of Focus Partners Australia & Escala Partners's roles list one
- Ghost-job risk at Focus Partners Australia & Escala Partners
- high 5 stale, 0 reposted of 9 open
- Hiring momentum
- 13 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Focus Partners Australia & Escala Partners's own greenhouse board since 2026-08-03. Full hiring picture for Focus Partners Australia & Escala Partners.
About this role
The Associate, Wealth Management role involves providing client-facing advisory support to Advisors by coordinating advice processes, preparing documentation, and managing portfolio transactions. Daily tasks include assisting with client meeting preparations, responding to queries, maintaining accurate records, and ensuring a high-quality client experience through effective communication and collaboration with internal teams.
- benefits
- 1/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Focus Partners Australia & Escala Partners as an employer.
What you need
- Experience in wealth management, financial advice, investment, client service or advisory support, ideally within a HNW or UHNW client environment.
- Demonstrated experience supporting Advisors or client teams with client servicing, portfolio administration, review preparation or advice-related processes.
- Sound understanding of client account structures, portfolio transactions, investment administration and client reporting.
Nice to have
- Experience using financial advice, CRM, portfolio or trading systems such as Fin365, Xplan, IRESS or TradeCentre is desirable.
Worth weighing
- No salary listed.
- Role involves significant client interaction and support, which may require strong interpersonal skills.
- Experience with specific systems is preferred but not mandatory, indicating potential for learning on the job.
Summarised from Focus Partners Australia & Escala Partners's posting. Read the full original.
Listed by Focus Partners Australia & Escala Partners on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at Focus Partners Australia & Escala Partners
- Supervisor, AccountingSydney, New South Wales, Australia
- Senior AccountantSydney, New South Wales, Australia
All 9 open roles at Focus Partners Australia & Escala Partners →