About the Company
Macquarie Group is a global financial services group operating in 34 markets in asset management, retail and business banking, wealth management, corporate and asset finance, and market access. We are a top 10 Australian company by market capitalisation, with a long and proud history of innovation and growth. Our commitment to our clients, our people, and the communities in which we operate drives everything we do.
Job Description
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our dynamic team in Fortitude Valley. In this pivotal role, you will play a crucial part in supporting our Senior Wealth Advisors, contributing to the seamless delivery of exceptional financial advice and client service. This position offers a unique opportunity to deepen your expertise in wealth management, gain exposure to diverse client portfolios, and grow within a leading global financial institution.
Key Responsibilities
- Provide comprehensive support to Senior Wealth Advisors in managing client portfolios and relationships.
- Assist in the preparation and presentation of financial plans, investment proposals, and client reviews.
- Conduct in-depth research and analysis on market trends, investment products, and economic factors.
- Process client service requests, manage account opening procedures, and handle administrative tasks efficiently.
- Ensure strict adherence to compliance regulations and internal policies.
- Maintain accurate and up-to-date client records within CRM and portfolio management systems.
- Act as a point of contact for client queries, escalating complex issues to advisors as needed.
- Collaborate with internal teams, including operations, compliance, and product specialists.
Required Skills
- Minimum 3 years of experience in a wealth management, financial planning, or investment advisory role.
- Strong understanding of financial markets, investment products (equities, fixed income, managed funds), and superannuation.
- Exceptional client service and communication skills, both written and verbal.
- Proficiency in financial planning software, CRM systems, and Microsoft Office Suite (Excel, Word, PowerPoint).
- Demonstrated analytical and problem-solving abilities with a keen eye for detail.
- Ability to work independently and collaboratively in a fast-paced, client-focused environment.
- Relevant tertiary qualification in Finance, Economics, Commerce, or a related field.
Preferred Qualifications
- RG146 compliant (or working towards).
- Experience with XPLAN or similar financial planning software.
- Postgraduate qualification (e.g., Master of Financial Planning, CFA candidacy).
- A proven track record of supporting high-net-worth clients.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness programs.
- Generous annual leave and flexible work arrangements.
- Access to ongoing professional development and training initiatives.
- Employee share plan and superannuation benefits.
- A collaborative and inclusive work culture.
- Modern office facilities in a vibrant Fortitude Valley location.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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