Teams at Perpetual

Support a Senior Financial Adviser in delivering tailored wealth management advice to high-net-worth clients. Manage client engagement lifecycle, prepare advice materials and modelling inputs, coordinate meetings and implementation, maintain records and compliance, act as day-to-day client contact, and contribute to process improvements within a pod-based team.

The Compliance Manager will design and implement risk and compliance activities, support regulatory change, enhance compliance policies, and work closely with stakeholders to ensure effective governance and compliance monitoring.

As an ESG Analyst, you'll conduct research on ESG risks and opportunities, analyze sustainability factors, and support investment decision-making while embedding AI tools in workflows.