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Form of workMutual 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 Wealth Management, 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? As an Associate Advisor, you'll be supporting the Director, Wealth in providing a bespoke, high-touch service to our sophisticated high-net-worth (HNW), ultra high-net-worth (UHNW) and NFP 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, ultra HNW and NFP 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 co-ordinating asset transfers, portfolio rebalances and managing client cash payments and transfers.
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. Most importantly, your natural ability to connect with others, coupled with a high level of emotional intelligence and innate confidence, positions you to excel in this role.
You have:
- Studying towards CFA level 1 or 2 will be looked upon favourably.
- Seeking to meet the education and training standards and Code of Ethics made by FASEA, including the Financial Advisor exam administered by ASIC.
- Advanced Excel and PowerPoint skills.
- An understanding of concepts in Wealth Management, investment markets and portfolio management.
- Outstanding communication skills, self-awareness and the commitment to personal and professional growth.
- 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 well-being 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.
Please submit your application online with the following:
1. A cover letter, explaining to us what makes you suitable
2. A detailed resume in Word format
For further enquiries contact Kate Farmer on 03 9605 9***.
Permanent residents or no visa restrictions candidates only.
