Wealth Management Operations Analyst

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...

MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract.Position Summary:This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly...

**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...

As a Senior Business Analyst, you are required to build and maintain working relationships with your immediate scrum team, as well as the broader project team (other scrum teams), stakeholders, product owners, Business Services and SMEs. You will need to identify and manage risk according to delivery framework, policies and project governance and will...

Australia - Business management, administration and support - Global Wealth Management **Job Reference #** - 296168BR **City** - Melbourne **Type** - Intern Analyst (Pipeline) **Application Deadline** - 16-Jul-2024 **Your role** - Interested in working in finance, specifically wealth management, but not sure where to start? Do you want to work for a...

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 & Technology -...

Are you passionate about identifying and mitigating vulnerabilities in complex IT environments? Do you have a strong understanding of security frameworks and methodologies? We are seeking a talented and detail-oriented Vulnerability Management Analyst to join our team and play a critical role in safeguarding our organization's systems and data through...

Your team - The Account Services team consists of 9 people, all based in Melbourne. - Our work includes onboarding new accounts, maintenance of existing accounts and document management. Your Role - Daily reporting, document reconcilitation and checklist completion. - Managing documentation onsite. - Completing matching of original documents to digital...

MelbourneWealth ManagementContract 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 firm’s branch supervisory manual and support the business in operating within...

MelbourneWealth ManagementContract or TemporaryOur client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.The successful applicant will be...

Top Tier Investment Group - Challenging new Investment Career Opportunity - Excellent Salary Plus Bonus & Lifestyle Balance This Top Tier Investment organisation is committed to building a high performance focused culture with lifestyle balance, as well as actively developing and encouraging its teams for longer term individual career opportunities....

Min Experience- 7+ yearsYour team - LGT Crestone’s Credit function supports our business growth and profitability ambitions with a strong focus on high-quality credit transactions that are managed with a prudent risk appetite. - Our Credit team is part of LGT Group’s Financing department which is comprised of a global but close-knit team of passionate...

**Job Details**: **Location** Melbourne **Salary** $160000 - $190000 per annum **Job Type** Permanent **Ref** BH-175965-6 **Contact** Eugena Gong **Posted** about 5 hours ago - We are working with a - **Large Financial Services Company** to secure a couple of experienced - ** New Business Managers **with - **Financial Services / **Wealth sales...

Min Experience- 4 yearsYour team The Risk, Legal & Compliance Team consists of 22 people based in Sydney and Melbourne The team covers operational and credit risk, compliance, legal, information security, company secretarial and assurance functions The RL&C team interact extensively with employees across the business The RL&C team actively assist business,...

Australia - Research - Investment Bank **Job Reference #** - 276569BR **City** - Melbourne **Job Type** - Full Time **Your role** - Are you an expert in assessing value and risk? Do you enjoy giving advice, as well as educating? - Are you passionate about energy transition and the opportunities and challenges arising from decarbonization? - We’re...

MelbourneWealth ManagementContract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...

Are you passionate about protecting sensitive information and ensuring the security of digital systems? Do you have a keen eye for identifying vulnerabilities and implementing effective security measures? We are seeking a talented and dedicated Information Security Analyst to join our team and play a critical role in the delivery of FNZ’s cyber resiliency...

MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some...

Permanent Full time - $65k to $70k plus super - CBD Location Our client is a leading Australian Financial service organisation that offers its clients a diversified range of financial products and services. Due to a sustained period of growth our client is keen to meet with experienced wealth or custody back-office professionals with 1 to 3 years’...

**Operations Analyst**: **About the Company** Our client is operating as global scale up, to ensure autonomy and speed of execution, but are backed by two well established and well-respected energy businesses. They focused on a cheaper, greener, simpler approach and pride of their excellent customer service. **About the Role** An Operations Analyst is a...