Wealth Management
2 weeks ago
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 Treasury (cash payments) processing functions.
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Managing escalations by front office and work with offshore team to resolve them.
- Daily settlement of equities and cash
- Assist with escalation of issues and problem resolution
- Assist with projects, including identifying improvements to existing processes to increase efficiencies.
- Assist with escalation as required.
- Work with advisers/associates/vendors to understand systems & reports
- Responsible for queries from advisers/associates/vendors
- Liaison between advisers, associates and third party
**Experience in Treasury operations or cash management experience is a plus but not mandatory.
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Wealth Manager
4 weeks ago
Melbourne, Australia BMYG Financial Group Full time**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...
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Virtual Agency Manager Full Time
1 month ago
Melbourne, Australia Wealth Axis Full timeBy 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 -...
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Test Lead
4 weeks ago
Melbourne, Australia LGT Crestone Wealth Management Full timeYour 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...
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Wealth Management Bdm
1 month ago
Melbourne, Australia Ethos BeathChapman Full time**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...
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Wealth Management
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth 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...
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Credit Advisor
4 weeks ago
Melbourne, Australia LGT Crestone Wealth Management Full timeMin 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...
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Information and Reporting Officer
1 month ago
Melbourne, Australia LGT Crestone Wealth Management Full timeMin 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,...
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Wealth Management
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth 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...
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Wealth Management
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract 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. - This role is open to working holiday visa-holders, as well as those with longer-term visas and residency._ **Key Responsibilities**: - Review and...
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Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth 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...
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Private Wealth Executive
4 days ago
Melbourne, Australia Westpac Banking Corporation Full timePrivate Wealth Executive (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,...
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2024 Summer Internship Program
3 days ago
Melbourne, Australia UBS Full timeAustralia - 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...
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Private Wealth Associate Adviser
4 weeks ago
Melbourne, Australia Commonwealth Bank Full time_Join Commonwealth Private during an exciting period of growth _ - _Support the delivery of personal advice to high net worth clients _ - _Develop your career in a growing business with authentic leaders and a vibrant team culture**About Commonwealth Private **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high...
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Operational Risk Manager
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth 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...
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Wealth Management
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth 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...
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Wealth Management Client Onboarding
4 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.The ideal candidate will have wealth management / retail broking client onboarding/ KYC / AML experience and ideally some understanding of UK FSA...
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Operations Administrator
1 month ago
Melbourne, Australia LGT Crestone Wealth Management Full timeYour 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...
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Risk Manager
5 days ago
Melbourne, Australia FNZ Group Full timeRisk Manager This is truly a unique and exciting opportunity! Whether you're an experienced risk professional looking for a new challenge, or an experienced Financial Services professional, looking to branch out and utilise your knowledge to help mitigate risk across our business, this could be the role for you! As Risk Manager, you will play a pivotal...
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Senior Business Analyst Asset
4 weeks ago
Melbourne, Australia Firesoft People Full timeAs 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...
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Risk Manager
5 days ago
Melbourne, Australia FNZ Group Full timeThis is a truly exciting 6 month fixed-term opportunity! Whether you're an experienced risk professional looking for a new challenge, or an experienced Financial Services professional, looking to branch out and utilise your knowledge to help mitigate risk across our business, this could be the role for you! As Risk Manager, you will play a pivotal role...