About the roleJoin the family advisory team at Cashel Family Office as an Associate Analyst, working closely with our experienced advisors to provide tailored wealth management solutions for high-net-worth clients. In this full-time role based in our Melbourne office, you will play a key part in developing and implementing strategic financial and credit advice to continue our clients' wealth growth.What you'll be doingCollaborate with the wider advisory team to prepare comprehensive complex financial plans and investment proposalsManaging mortgage and debt structuring applications for both simple and complex lending needs (including multi-currency lending, private credit and corporate facilities)Assisting clients with account opening, keeping and execution of trade ordersSupporting periodical reviews, including insurance and risk management reviewsMaintain detailed records and documentation to ensure compliance with industry regulationsBuild and nurture strong relationships with clients, providing ongoing support and guidanceStay up-to-date with the latest developments in portfolio management, debt and financial structuringWhat we're looking forDegree qualification in finance, economics, accounting or a related field (preferable with a Masters or CA/CPA)1-3 years' experience in a similar investment analyst and wealth management roleSound understanding of investment principles, asset allocation and portfolio constructionStrong experience with Excel, VBA and data wrangling of financial statements associated with private companiesExcellent analytical and problem-solving skills, with an eye for detailStrong communication and interpersonal skills to effectively liaise with clientsCommitment to continuing professional development and expanding your financial expertiseFamiliarity with using CRM systems (financial planning software not necessary)What we offerAt Cashel Family Office, we are dedicated to creating an environment where our people can thrive. You'll have access to ongoing training and development opportunities to support your career growth, as well as a competitive salary and bonus structure.About usCashel Family Office is a leading provider of personalised wealth management solutions for high-net-worth individuals and families. With a strong presence in Melbourne and a growing national footprint, we pride ourselves on our tailored approach, exceptional client service and unwavering commitment to ethical and sustainable investing.Apply now
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