LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.
In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
An opportunity has become available for a Senior Operations Analyst to join our Account Services team.
In this role, you’ll play a critical part in ensuring the smooth onboarding, maintenance and governance of client accounts, while providing hands‑on leadership, technical expertise and process improvement support within the team. You’ll work closely with Advisers, Adviser Assistants and internal stakeholders to deliver a high‑quality, compliant and client‑centric service.
Please note, this is a 12 month fixed term contract.
Your Responsibilities
Deliver end‑to‑end operational support across client onboarding, account maintenance and closures
Manage daily operational reporting, reconciliations and checklist completion
Oversee AML/KYC verification processes in line with regulatory requirements
Maintain accurate client and account data across systems
Support the processing of complex matters including deceased estates
Liaise with custodians and key external service providers
Actively manage and uplift team risk controls, audit standards and compliance outcomes
Drive continuous improvement initiatives, including procedure reviews and process optimisation
About You
You are a proven operations professional within financial services who thrives in a fast‑paced, detail‑driven environment.
You’ll bring:
Demonstratable experience in operations within financial services,
with end‑to‑end accountability for the new client and account onboarding process.
Strong knowledge of AML/CTF requirements and regulatory compliance.
Experience working within account services, custody or wealth management environments.
A methodical, logical approach with exceptional attention to detail
The ability to manage competing priorities and adapt to change in a fast paced environment
A proactive, resilient and hands‑on attitude
Why You’ll Love This Role
Exposure to sophisticated clients, complex structures and high‑quality investment advice
A collaborative team culture where expertise and initiative are genuinely valued
Ongoing development opportunities, with support tailored to your career aspirations
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.
