Wealth Management Client Services

Full time Add expected salary to your profile for insights Up Wealth Management was established in 2014 to provide a personalised wealth management experience to people within the ACT, Sydney and NSW South Coast regions. We specialise in providing a service to affluent, high net wealth and high net income individuals and families. We are 100% adviser...

Wealth Manager - SydneyThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

Wealth Manager - Sydney This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

Description Ares Wealth Management Solutions (WMS) Australia is looking for a Principal, Sales Manager, the position will play a key role in distributing a range of alternative strategies to the Australian and New Zealand private wealth channels and will work directly with multiple stakeholders across Ares WMS and broader Ares investment teams to drive...

Position: Wealth Manager Location: Sydney, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

Based in Sydney CBD, flexible working environment Leading wealth management company offering great career progression- $70,000 including Super. Immediate start available. Permanent opportunityOur client is a market leading wealth management company based in the heart of Sydney CBD, seeking an enthusiastic and motivated Client Service Consultant to join the...

SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Officer to join their Sydney Account Management Team.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some understanding of UK...

Sydney- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding Associate to join their Sydney team.Responsibilities: Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for new client...

SydneyWealth ManagementPermanentOur client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.A key function of the Client Services & Dealer Assistant...

Sydney- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.Responsibilities: Review and approve change requests for existing accounts where required...

SydneyWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced KYC Maintenance Associate to join either their Sydney or Melbourne Account Management Team on an initial 12-month contract.The ideal candidate will have wealth management / retail equity broking / Wealth Management client onboarding/ KYC...

Sydney- Wealth Management- PermanentAs the Manager you will be responsible for managing and leading circa 25 support staff (desk assistants and administration staff) and providing operational support to the Sydney business.The ideal background will be someone with around 10 + years experience within wealth management operations, coming from a desk assistant,...

We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses. The roles will include the following responsibilities:Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to...

Sydney- Wealth Management- PermanentA Tier 1 Private Wealth Manager is seeking a Dealers Assistant to join their team and require Fluent Cantonese language skills.Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending...

Sydney- Wealth Management- PermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology.They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an addition headcount to service their current clients,...

Sydney- Wealth Management- Contract or TemporaryKey responsibilities:Become the Subject Matter Expert of the account opening process and operational functions of the platform Proactively escalate issues to Management, Risk, Compliance, AML, Front Office staff in a timely manner to minimise potential liabilities to the business Answer queries on all aspects...

Sydney- Wealth Management- Contract or TemporaryOur client is a well known Wealth Management firm seeking an operations expert to join their small team of 3. Prior stockbroking operations experience required.Unless you have the experience listed above please do not applyResponsibilitiesDay to day responsibilities will include, however are not limited to;...

Min Experience- 2 yearsYour team A part of the client facing Advisory team including the Front Office Support team, Investment Advisers and Associates. Working as part of the broader organisation of employees including:Support roles including Office Manager, Front of House and Reception, Executive Assistant. Operations team. Specialists within the...

Sydney- Wealth Management- Contract or TemporaryA leading, boutique private wealth advisory business in the heart of Sydney's CBD is seeking a contractor to join their team for an initial 6 months with a view to extend.Day to day requirements will include, however are not limited to; equity settlements, cash and stock reconciliations, processing of IPO's and...

Wealth Associate, Global Investment Services Great Opportunity to build a career in Investment Services Play a key role in supporting the day to day needs of our HNW clients Join a high performing and supportive teamHow will I help?The relationships we have with our high-net-worth customers are one of the key cornerstones of our business. The role of the...