Wealth Management

**About us**: BMYG Financial Group was founded in 2010. The business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. With over a decade of experience, BMYG Financial Group has been identifying Australia’s core asset classes and seizes primary...

**What we do**: Here at Empower Wealth, we are a team of qualified, experienced advisors who specialise in our areas to provide tailored, independent property investment advice. With fully integrated buyers agents, mortgage brokers, financial planners, tax accountants and property wealth planners, we make sure we meet our clients’ needs by providing the...

**About us**: By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core offerings include: - Consultancy on Process Design &...

Melbourne, Australia | Posted on 23/07/2021 **About us**: By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core...

Melbourne- Wealth Management- Contract or TemporaryOur client is a leading global wealth management firm seeking an Operations Analyst to join their Melbourne team on a 12-month contract. The role is with the Risk and control team within Wealth Management Operations who are primarily responsible overseeing and providing governance for operational and...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, 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...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, 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...

Melbourne- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service. The role...

Your team - Part of the Platform Team. - Working alongside senior managers within the reporting structure of the Chief Operating Officer Your Role - Involvement during the definition and design phases for change, contributing to overall solution. - Tracking of test cases back to associated design and requirements documents. - Collaboration with business...

Melbourne- Wealth Management- Contract or TemporaryOur client is a leading wealth management firm seeking an Operations Analyst for a long dated contract. **Responsibilities**: - Ensuring all daily processes and SLAs are met within applicable timeframes - Manage day to day BAU in line with team objectives and regulatory requirements - Identifying process...

Excellent career development opportunities - Recently created role - Office and remote working environment* **About Us**: Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters...

Wealth Management Graduate - **Location**: - Melbourne CBD - Victoria - **Work Type**: - Permanent - **Salary**: - AU$55000 - AU$60000 per annum + superannuation - **Reference**: - 23477 - Finished your degree and not sure what to do next? Looking for the first step in your career? Why not consider one of the largest industries within Australia! Finance...

Melbourne- Wealth Management- PermanentThis position has become available due to a departure from the Portfolio Management team within the Wealth Management division of a global institution in Melbourne. The team has extensive engagement with the internal and external advisor network to help manage client portfolio accounts. This role works as part of the...

Melbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...

Melbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract. **Responsibilities**: - Identifying process improvements - Maintaining a culture of high performance and excellent service for both internal and external clients - Client onboarding and account...

**Join BT’s Platforms and Investments Distribution team**: - **Collins Street, Melbourne location**: - **Full time permanent opportunity with Established career path and progression opportunities** **How will I Help?** BT is the wealth management arm of the Westpac Group. BT designs, manufactures and administers financial products that enable customers...

**Join BT’s Platforms and Investments Distribution team**: - **Collins Street, Melbourne location**: - **Full time permanent opportunity with Established career path and progression opportunities** **How will I Help?** BT is the wealth management arm of the Westpac Group. BT designs, manufactures and administers financial products that enable customers...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global financial services firm with an extensive presence in the Australian market. Sitting within the Wealth Management business on an initial contract, this role’s primary function is to implement and monitor the business’ branch supervisory manual and support the business in operating...

Melbourne- Wealth Management- Contract or TemporaryOur client is a well renowned global wealth management firm with a sizeable presence in Melbourne. **Ideally seeking 2-3 years’ experience in financial services Operations - equity or treasury markets** - The team is responsible for equity trade bookings/settlement, Options back end processing and...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract. This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts...