Wealth Management

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...

Greater Brisbane Area, Sunshine Coast, Gold Coast and Rural opportunities - Leading market salaries within boutique and larger wealth firms - Multiple Wealth Management roles available **Calling out to all Financial Planning Professionals!** If you've come back from the holidays and realised that you're needing a fresh start with your career, look no...

Growing wealth management firm - Collaborative culture | Part time position - Flexible WFH arrangements | Brisbane CBD **About the role** Our client is a growing wealth manager that is currently looking for an Associate role to join their collaborative and dynamic team. The main purpose of this role is to support advisers and manage client queries and...

Private Wealth Executive (Wealth Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...

Private Wealth Executive (Wealth Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...

Work in an interesting and high demand industry - wealth management - Join a fun and vibrant team - Enjoy an attractive commission structure Our Brisbane office is on the lookout for a new Recruitment Consultant to join its Wealth Management team. You would be working in an energetic and fun loving office based in Brisbane's CBD and would be part of the...

**Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. We’ve...

An exciting opportunity exists to join our Wealth Management team in Brisbane as a Relationship Manager. In this diverse role, you will manage a portfolio of clients and support them with the use of Macquarie's sophisticated suite of wealth products. You will develop and maintain quality relationships with key clients, understand client needs, proactively...

An opportunity exists to take on a role that has an existing personal insurance client base as well as a strong referral arrangement with a mid-tier accounting firm. This is an opportunity to drive and develop a business model within a well-resourced and strong cultured team, an opportunity to build your career. **Our Firm** Morgans is Australia’s...

**Do you have client service experience in Wealth Management or related products? Are you passionate about delivering an exceptional client experience? Do you thrive in a fast-paced environment?** Our Wealth Client Experience team are looking for passionate professionals to help us support advisers and clients across Australia regarding our Wealth...

Top Tier Clients - Excellent Career Opportunities - Desk Assistant / Adviser Assistant / Paraplanner / Client Service Manager We are working with this market leading Wealth Management firm who seeking driven and motivated individuals to join their growing business. This role is an excellent opportunity to build your financial markets knowledge while also...

Banking & Finance - Financial Planning - Brisbane - Permanent / Full Time **20th March, 2023**: Boutique Wealth Management Consultancy Firm has been growing rapidly over the past 24 months and they are looking to expand the team. - Uplifting organisations compliance framework and management procedure, instilling a culture of continuous improvement. -...

**BRISBANE** - Delivery Manager - complex Software Project Delivery - High Performance Software | Financial Services - FNZ - Global Leader Wealth & Capital Markets Technology **Limelight People are partnering exclusively with FNZ Group to hire critical Delivery, Engineering and QA experts across the Australian Eastern seaboard, with a focus on...

Permanent Role - Brisbane based - hybrid working - Incredible opportunity to join BT Financial Group’s Platforms Distribution team - BT is the wealth management arm of Westpac Group; we aim to provide solutions for our customers in the creation and management of wealth. We do this by finding the most intelligent ways to manage, preserve, administer and...

**AUDIT MANAGER | CITY-CENTRAL OFFICE | TOP NOTCH BENEFITS PKG (JOB ID: 174)** - 2 tier - Award winning accounting firm - Comprehensive benefits - flexible working arrangements - Inclusive culture - supportive team - Central location-modern and luxurious office Lead a dynamic Audit team, receive mentorship from Partners, in a Prime City location with modern...

Our Wrap Investment Product Management Team sit within the Wealth Product and Technology business of our Banking and Financial Services Division. We are responsible for several functions that cross various Wrap Products and support the suite of investments for Macquarie Wrap and interact with fund managers and listed equity investments across all...

**Work type**: Permanent Full time **Location**: QLD- Brisbane inner - **Support a wonderful team of Advisers**: - **Take advantage of a permanent full-time position**: - **Based in Brisbane CBD** JBWere is one of Australia’s leading providers of investment management services. We work with Australia and New Zealand’s most successful families,...

**Business Services and SMSF Manager**: - **$120k-$135k Package**: - **Brisbane location** Join a well-established, tech-savvy and respected Accounting firm amongst a tight-knit, award-winning team. Take advantage of the opportunity to have a high level of responsibility, great client contact and the chance to build life-long relationships with...

2 x full-time, 6-month max term opportunities - Location Agnostic **The Role** This is an exciting opportunity to support the uplift of activities across the Member Office and assist with the delivery of key activities across multiple workstreams, within a licence condition project. **Key Responsibilities**: - Coordinate and attend regular meetings to...

Manager, Governance Uplift - 2 x full-time, 6-month max term opportunities - Location Agnostic **The Role** This is an exciting opportunity to support the uplift of activities across the Member Office and assist with the delivery of key activities across multiple workstreams, within a licence condition project. **Key Responsibilities**: - Coordinate and...