Wealth Manager
1 week ago
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 high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.
Key Responsibilities:
- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)
- Minimum of 5 years of experience in wealth management or a related financial advisory role.
- Proven track record of managing and growing a portfolio of high-net-worth clients.
- Strong knowledge of financial products, investment strategies, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain long-term client relationships based on trust and integrity.
- Proficiency in financial planning software and tools.
- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Skills and Competencies:
- Strategic thinking and analytical skills.
- High level of professionalism and ethical standards.
- Client-focused with a commitment to delivering exceptional service.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
Application Process:
Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.
#J-18808-Ljbffr-
Wealth Manager
6 days ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full timeWealth 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
1 week ago
Sydney, New South Wales, Australia Click and Connect Online Limited Full timeWealth 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
1 week ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full timeMy 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 Management
1 week ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyWealth ManagementPermanentA Tier 1 global wealth management advisory firm is seeking an experienced candidate to manage a team of Associate Advisers and provide front office and risk support to the business in their Sydney office.As part of the client-facing Advisory team including the Front Office support team, Investment Advisers and Adviser...
-
Wealth Management
5 days ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyWealth ManagementPermanentA Tier 1 global wealth management advisory firm is seeking an experienced candidate to manage a team of Associate Advisers and provide front office and risk support to the business in their Sydney office.As part of the client-facing Advisory team including the Front Office support team, Investment Advisers and Adviser...
-
Wealth Management Expert
6 days ago
Sydney, New South Wales, Australia Click and Connect Online Limited Full timeAbout Us - As a leading independent financial advisory consultancy, Click and Connect Online Limited strives to equip our Wealth Managers with the essential skills and knowledge to excel in their careers.About the Opportunity - We are seeking an Australian qualified Senior Financial Planner to join our team and deliver top-tier financial planning and wealth...
-
Sydney, New South Wales, Australia Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Private Wealth Management, Financial Analyst, 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, banking, and comprehensive advice to a wide...
-
Wealth Management Executive
5 days ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeA global wealth management advisory firm seeks a seasoned professional to lead a team of Associate Advisers in their Sydney office.This role provides front office and risk support to the business, enhancing procedures and processes for the Associates.Key responsibilities include:Mentoring, training, and recruitment of Associate AdvisersSupporting First Line...
-
Expert Wealth Manager
4 days ago
Sydney, New South Wales, Australia Click and Connect Online Limited Full timeAbout the Role - We are seeking an Australian qualified Senior Financial Planner to join our team. As a key member of our advisory team, you will be responsible for delivering comprehensive financial advice to our clients. Your primary focus will be on retirement planning, superannuation, and wealth management.Key Responsibilities - Deliver comprehensive...
-
Wealth Management Specialist
2 days ago
Sydney, New South Wales, Australia MAP TALENT Full timeOverview: We are a specialist agency that knows the wealth and tech space inside out. Our job is to connect top talent with game-changing opportunities. We're looking for a Wealth Management Specialist to join our team and help us deliver exceptional results.The Ideal Candidate: You'll have a strong track record of project management, stakeholder engagement,...
-
Financial Wealth Manager
5 days ago
Sydney, New South Wales, Australia Australia and New Zealand Banking Group Limited Full timeCompany OverviewAt Australia and New Zealand Banking Group Limited, we're shaping a world where people and communities thrive. Our mission is to improve the financial wellbeing and sustainability of our millions of customers.Salary and BenefitsThis role offers a permanent, full-time position with a competitive salary and benefits package. As a Senior Private...
-
Wealth Remediation Project Manager
9 hours ago
Sydney, New South Wales, Australia Hays plc Full timeSenior Business Analyst - Wealth RemediationA contract opportunity is available for a Senior Business Analyst to join a high-profile project.You will be working closely with subject-matter experts to gain an in-depth understanding of the strategy, roadmap, processes, and context in which the Wealth remediation area operates. You will also be responsible for...
-
Private Wealth Business Development Manager
16 hours ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleWe are seeking a highly motivated and experienced individual to join our Australian private wealth sales team as a Client Relationship Manager, Private Wealth Sales, Melbourne. This is an excellent opportunity for someone who is passionate about building strong relationships with clients and growing our private wealth business in Australia.
-
Wealth Management Development Manager
5 hours ago
Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full timeRole SummaryThis role involves developing and maintaining strong, long-term relationships with IFAs, dealer groups, and individual advisers. You will identify new business opportunities, engage with potential clients, and promote our wealth management solutions to meet business growth targets.
-
Team Lead Wealth Manager
5 days ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeA senior financial advisor is sought to provide front office and risk support to a Tier 1 global wealth management advisory firm in their Sydney office.This role involves leading a team of Associate Advisers, mentoring and training them to enhance their skills and knowledge.Key responsibilities include:Recruitment and onboarding of Associate...
-
Private Wealth Strategist
16 hours ago
Sydney, New South Wales, Australia Goldman Sachs Group, Inc. Full timeAbout Goldman SachsGoldman Sachs is a leading global investment banking, securities, and investment management firm. We are committed to empowering clients and customers around the world to reach their financial goals through our advisor-led wealth management businesses.Our Private Wealth Management team specializes in creating comprehensive wealth...
-
Sydney, New South Wales, Australia ENGINEERINGUK Full timeAbout Our CultureAt ENGINEERINGUK, we value collaboration, innovation, and continuous learning. We believe that our employees are our greatest assets, and we strive to create an environment that supports their growth and well-being.We are committed to providing our employees with opportunities for professional development and recognition. Our company culture...
-
Wealth Advisor Specialist
16 hours ago
Sydney, New South Wales, Australia Goldman Sachs Group, Inc. Full timeJob SummaryThis role is an exciting opportunity to join our Private Wealth Management team as a Financial Analyst. You will be responsible for working closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients in the Australia market.Key responsibilities include keeping abreast of the latest developments in the...
-
Wealth Management Assistant
9 hours ago
Sydney, New South Wales, Australia LGT – Private Banking und Asset Management Full timeAbout YouWe are looking for a highly organized and detail-oriented individual with a minimum of 2 years' experience in a similar role within the Wealth Management sector. Anti-Money Laundering / Know Your Client experience is an advantage, as is degree qualification in Finance or related disciplines. RG146 accreditation or equivalent is also desirable.If you...
-
Compliance Manager, Wealth Distribution
1 week ago
Sydney, New South Wales, Australia BeathChapman Pte Ltd Full timeRole 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...