Lotus people are thrilled to be working with a boutique wealth advisory firm that has offices across Sydney, Brisbane, and Singapore. They're known for offering sophisticated investors access to exclusive investment strategies not available in traditional markets. Founded in 2021, they’ve earned a strong reputation for investment innovation and collaboration. Employees thrive in the dynamic, high-integrity culture that values intelligence, initiative, and opportunity.

ABOUT THE ROLE

This is a pivotal role within the firm’s advisory team, reporting directly to senior leadership. You'll manage and enhance investor relationships, coordinate marketing and reporting cycles, and support client events and onboarding. If you're highly organised, proactive, and eager to contribute to the success of a fast-growing business, this role offers an unmatched opportunity to make your mark.

DUTIES

• Manage client onboarding, asset transfers, and CRM record-keeping
• Respond to investor and client queries and maintain investor reporting cycles
• Coordinate webinars, client events, and capital raising activities
• Maintain and update marketing collateral, digital channels, and website
• Support communications between the firm and fund managers/platforms
• Record committee meeting minutes and track follow-ups
• General office and account administration, including expenses and cash management

SKILLS & EXPERIENCE

• Background in asset management, wealth advisory, finance, or related fields
• Proficiency with Excel, PowerPoint, and CRM systems
• Excellent written and verbal communication skills
• Ability to work independently in a fast-paced, high-pressure environment
• Detail-oriented with a proactive, team-focused approach

BENEFITS

• Opportunity to work directly with senior leadership
• Exposure to innovative investment products and strategies
• Career growth in a respected and fast-scaling boutique firm
• Work-from-home flexibility one day per week, with additional ad hoc flexibility as needed
• Collaborative team environment within a close-knit office of under 10, part of a broader business of 50 employees across Sydney, Brisbane, and Singapore
• Modern Sydney CBD office
• Regular team socials including monthly drinks and birthday celebrations

HOW TO APPLY

Click APPLY or contact Kaitlyn at [email protected] for a confidential discussion. At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We respond to every applicant and will strive to ensure you have a positive experience with us!

If this sounds like the ideal role for you, apply now for immediate consideration!