
Senior Private Wealth Specialist
4 weeks ago
Drive growth in high-net-worth (HNW) client acquisition.
Collaborate with Global Investment Services Directors to deliver tailored investment solutions.
Permanent opportunity with a leading financial institution.
What Do I Need?
To excel in this role, you'll need:
- Proven experience in building deep client relationships in the HNW/UHNW sector (Private Banking, Investment, or Private Wealth).
- A track record of successful client acquisition and business development within the Banking, Investment, or Wealth industry.
- Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.
- Demonstrated ability to collaborate effectively across teams and business segments.
- Sound risk and compliance knowledge, including AML/KYC obligations and client due diligence.
Application Information:
Please include your first and last name, email, phone number (with country code), and confirm your eligibility to work in the country to which you are applying.
-
Private Wealth Associate, VIC/NSW
4 days ago
Melbourne, Victoria, Australia ANZ Full time $80,000 - $120,000 per yearReq ID: 101792Department: Private AdviceDivision: Australia CommercialLocation: MelbourneAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customersAbout the RoleThe purpose of the Private Wealth Associate, your role is to support the...
-
Private Wealth Assistant
2 weeks ago
Melbourne, Victoria, Australia Ord Minnett Holdings PL Full time $60,000 - $120,000 per yearThe RoleA Private Wealth Assistant provides administrative support to a team of advisers and acts as a central point of contact for all client queries. As an Assistant, you will perform administrative duties to implement strategic advice as well as develop and enhance client relationships through active communication to ensure key information is gathered and...
-
Senior Private Banker
4 weeks ago
Melbourne, Victoria, Australia Randstad Australia Full timeJoin to apply for the Senior Private Banker role at Randstad Australia Senior Private Banker – Melbourne location – Full-time permanent position Join a leading local bank as a senior private banker. The successful candidate will possess exceptional client-facing, lending, and wealth management expertise, with a proven ability to attract new...
-
Senior Private Banker
4 weeks ago
Melbourne, Victoria, Australia Randstad Australia Full timeJoin to apply for the Senior Private Banker role at Randstad AustraliaSenior Private Banker – Melbourne location – Full-time permanent positionJoin a leading local bank as a senior private banker. The successful candidate will possess exceptional client-facing, lending, and wealth management expertise, with a proven ability to attract new...
-
Melbourne, Victoria, Australia Newport Private Wealth Full time $90,000 - $120,000 per yearAbout UsNewport Private Wealth is a boutique, independent financial advisory firm dedicated to providing holistic wealth management solutions to wholesale and high-net-worth clients. Our client-centric philosophy, long-term vision, and commitment to integrity have made us a trusted partner to executives, entrepreneurs, and family offices across...
-
Finance Partner Private Wealth
2 weeks ago
Melbourne, Victoria, Australia NAB Full timeOverviewAs the Finance Partner for Private Wealth within our Business and Private Banking Finance division, you will lead a team to produce and provide commercial financial insight, analysis and recommendations to drive and improve business performance. The role is both Product and Distribution focused.ResponsibilitiesSeek opportunities to drive...
-
Finance Partner Private Wealth
2 weeks ago
Melbourne, Victoria, Australia NAB Full timeOverviewAs the Finance Partner for Private Wealth within our Business and Private Banking Finance division, you will lead a team to produce and provide commercial financial insight, analysis and recommendations to drive and improve business performance. The role is both Product and Distribution focused.ResponsibilitiesSeek opportunities to drive...
-
Melbourne, Victoria, Australia Buscojobs Full timeAsset & Wealth Management, Private Wealth Advisor, Executive Director / Vice President, Melbourne / Sydney Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and...
-
Melbourne, Victoria, Australia Goldman Sachs Full timeJob DescriptionAsset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...
-
Melbourne, Victoria, Australia Goldman Sachs Bank AG Full timeAsset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney location_on Melbourne, VIC, AustraliaWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...