Perpetual Benefits Overview

Support Financial Advisers by participating in client meetings, managing documentation, preparing financial strategies, and ensuring compliance with corporate regulations. Oversee client accounts and coordinate implementations of advice recommendations while maintaining operational processes.

Manage investment operations and implement changes within Perpetual Wealth Management, oversee the investment implementation team, and ensure project milestones are met during organizational separation.

Support end-to-end product lifecycle for asset management funds: implement product changes, maintain product processes and data, assist with governance, regulatory and board reporting, prepare product documentation, and collaborate with stakeholders to deliver product enhancements.