Wealth Manager

3 weeks ago

Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

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 marketplace.

The firm's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Support is provided for team members to achieve all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.

Position: Wealth Manager

Location: Sydney

Education: Master's Degree

This opportunity targets advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.

Wealth Managers will also gain access to a bespoke CRM system developed in-house by former Wealth Managers.

Values:

- A strong interest in pursuing or advancing a career in Financial Services.

- A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification UK or equivalent

- Exceptional communication skills and professionalism.

- Driven by success and targets.

- Highly motivated with a positive outlook.

- Desire to contribute to a firm renowned for its strong reputation and expanding global presence.

- Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.

#J-18808-Ljbffr

  • Wealth Manager

    12 hours ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    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 high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth...

  • Wealth Manager

    3 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $240,000

    Private Wealth StrategistRole Overview: We are seeking a Private Wealth Strategist to deliver bespoke investment and strategic advice tailored to the unique needs of our high-net-worth clients. This involves building and nurturing trusted relationships, ensuring an exceptional and seamless client experience.The ideal candidate will have expertise in wealth...

  • Wealth Manager

    18 hours ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    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 high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth...

  • Senior Wealth Management Professional

    3 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $180,000

    Key Position: Senior Wealth Management ProfessionalWe are seeking a seasoned and accomplished Senior Wealth Management Professional to join our team. In this pivotal role, you will be responsible for developing and growing a portfolio of high-net-worth client relationships through the growth of existing and new-to-wealth clients.Key Responsibilities:Identify...

  • Wealth Management Leadership Position

    3 days ago

    Sydney, New South Wales, Australia beBeeLeadership Full time $180,000 - $250,000

    Senior Wealth Project Manager RoleThe Senior Wealth Project Manager plays a pivotal role in Banking and Financial Services, overseeing products and services within the Private sector.Key responsibilities include:Supporting the Advice Product team by providing guidance and expertise.Oversight of products and services to ensure alignment with business...

  • Client Experience Manager

    4 weeks ago

    Sydney, New South Wales, Australia Finextra Wealth Full time

    2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.At Finextra Wealth, we believe that exceptional client experiences begin with empowered, supported, and inspired team members. We're on the lookout for a Client Experience Manager who thrives in a collaborative environment and is passionate about making a...

  • Client Experience Manager

    4 weeks ago

    Sydney, New South Wales, Australia Finextra Wealth Full time

    2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.At Finextra Wealth, we believe that exceptional client experiences begin with empowered, supported, and inspired team members. We're on the lookout for a Client Experience Manager who thrives in a collaborative environment and is passionate about making a...

  • Compliance Manager, Wealth Distribution

    2 days ago

    Sydney, New South Wales, Australia Beathchapman Pte Ltd Full time

    Role Summary:We are looking to fill a critical business-facing role in the 2nd LoD, to provide compliance support, advice and sign-off to Consumer Wealth Distribution.The role suits a confident compliance professional who can think on your feet and thrive in a busy and dynamic environment, consistently adding value to a group of Financial Advice...

  • Senior Wealth Management Expert

    1 day ago

    Sydney, New South Wales, Australia beBeeCareer Full time $1,000,000 - $1,500,000

    Expert Wealth Advisor OpportunityAt a leading wealth advisory firm, we are seeking an experienced Senior Advisor to join our team and shape the future of wealth management.About This RoleWe offer a fee-only, client-first model with low advisor-to-client ratios, allowing advisors to deliver truly impactful advice.This role provides the opportunity to work...

  • Private Wealth

    2 weeks ago

    Sydney, New South Wales, Australia Blackstone Full time

    Blackstone is the world's largest alternative asset manager.We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We do this by using extraordinary people and flexible capital to help companies solve problems.Our $1.1 trillion in assets under management include...