ABOUT THE COMPANY

Lotus People are excited to partner with a boutique advisory firm, who is redefining what it means to work in wealth management. With offices across Australia and Asia, they combine a global mindset with a close-knit, collaborative culture. Their people thrive in a supportive environment where fresh ideas are encouraged, growth is celebrated, and clients are offered access to unique investment opportunities rarely available in the market. If you’re looking for a place where your voice matters and your career can grow alongside a forward-thinking team, this is it.

ABOUT THE ROLE

This is a rare chance to step into a role that blends relationship management, marketing, and operations at the heart of a high-performing advisory business. You’ll work directly with senior leaders, drive client engagement through events and communications, and ensure seamless client onboarding and account management. Every day brings variety, from shaping investor experiences to supporting strategic capital-raising initiatives. If you’re driven, detail-oriented, and love building connections, this role will put you right at the centre of the action.

DUTIES

• Lead client onboarding, ensuring a seamless experience from start to finish
• Manage the firm’s CRM and deliver insightful reporting
• Create and coordinate engaging marketing collateral, events, and campaigns
• Drive client communications and respond to queries with professionalism and care
• Support capital raising and investment activities with precision and efficiency
• Maintain business materials, digital channels, and client reporting cycles
• Collaborate with internal teams and external partners to deliver results

SKILLS & EXPERIENCE

• Proven experience in finance, asset management, or a related industry
• Confident with CRM systems and advanced Excel skills
• Strong communication - both written and verbal
• Highly organised, able to manage competing priorities under pressure
• A self-starter who thrives in dynamic environments
• Bonus: exposure to marketing, events, or capital raising is a plus!

BENEFITS

• Competitive salary package and annual bonus potential
• Career growth and development opportunities within a boutique firm
• Flexible working arrangements to suit your lifestyle
• Hands-on experience working directly with senior leaders
• Team events, networking opportunities, and a supportive, people-first culture

OUR RECRUITMENT PROCESS

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.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted
candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.