Manage private client portfolios, ensure onboarding efficiency, monitor market trends, build industry networks, and develop sales strategies to drive growth.

Manage client portfolios, ensure compliance with corporate governance, prepare ASIC documents, assist in periodic reviews and provide client services.

The Compliance Specialist will oversee risk and compliance for Australia and New Zealand, including advising on regulatory matters and conducting investigations.

The Assistant Manager oversees Fund Services, manages day-to-day administration for client portfolios, ensures high standards, and maintains client relationships while supporting business growth with a focus on process improvements.