Private Client Associate

BR Family Office is a specialist advisory business on the hunt for an ‘A-Grade’ Private Client Associate. This role is responsible for project managing the implementation of advice in a timely and efficient manner, whilst supporting our advisory team with the preparation of holistic, family wealth strategies.

This permanent, full-time role is a great opportunity to work with complex, ultra high net worth families and family offices, and develop advisory skills which span beyond traditional wealth advice. We are fortunate to work closely with some of Australia's best families, in the capacity as a trusted, holistic adviser.

We are culture first and performance driven, working alongside the award winning professional services firm BlueRock, with whom we are closely affiliated. Enjoying not only the nature of your role, but also the people and culture, are incredibly important aspects of the environment we aim to cultivate.

Applicants must have a strong passion for the industry and be willing to go over and above to grow themselves, our clients and the business.

 About the role

This role provides a solid foundation of knowledge across all working aspects of family wealth management and is the pathway into a Private Client Manager role, with the capacity to specialise in Strategic Advice, Investment Advisory and/or Succession Planning in future. You will report directly to the Private Client Managers, however also work closely with our leadership and advisory team. 

As a Private Client Associate you will be:

• Assist with client meeting preparation which will include preparing family balance sheets, asset allocation and liquidity forecasts;
• Assist with formulating client financial models;
• Assist in formulating advice presentations;
• Liaising directly with clients on all administrative requirements both in person and online;
• Overseeing client related administrative tasks such as investment applications, account setups and life insurance applications;
• Providing investment committee support. 

Requirements

• Bachelors degree
• A desire to undertake relevant studies or qualifications in the future
• Experience in a wealth advisory firm is preferred but not essential
• Be tech savvy, with meticulous attention to detail, an outcome driven work ethic and strong organizational skills

Benefits

• Competitive salary, free weekly lunches, social and networking events and amazing headquarters in Melbourne
• Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion
• Learning and development including internal and external training programs to build your career skills
• An inclusive and diverse workplace culture centered on health, well-being, giving back and fun

Please attach a cover letter detailing why this role aligns to you and your career goals.