Private Wealth Executive

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...

Melbourne- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Desk Assistant’s role is the ability to deal confidently with...

**Proactively seek out new HNW clients and prospect opportunities**: - **Drive the next chapter of growth for Westpac Private Wealth**: - **Melbourne based 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 created a new...

Associate Private Banker - Great Opportunity to build a career in Private Wealth - Play a key role in supporting the day to day needs of our HNW clients - Join a high performing and diverse team in Melbourne **How will I help?** Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and...

Melbourne- Wealth Management- PermanentYou will be involved in supporting several of the Senior Private Bankers and be given an opportunity to work across a number of different market segments. **Responsibilities** - Administrative support to the Senior Private Bankers - Dealing with client inquiries - Identify and communicate new business opportunities -...

Associate Private Banker Associate Private Banker Req ID: Department: Private Office Division: Australia Commercial Location: Melbourne About the roleLocation: 55 Collins Street, Melbourne VIX Role Type: Permanent, Full-timeNote: The job level of this role could either be a 4.3 or 4.4 depending on the outcome of the interview. Be part of an exciting team...

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...

**Support **_Westpac’s highest value personal customers _**: - **Supportive and inclusive working culture**: - **Melbourne location with flexible working **How will I help?** We are Australia’s leading Private Bank and the trusted financial partner of a select group of High Net Worth individuals. Our Private Bankers develop and grow portfolios of High...

True combination of private and personal duties to give 360 support to your exec - Commercially Savvy, with abilily to interpret contracts whilst booking a yacht? - Intelligent, Analytical, High Achiever with desire to grow and succeed? **_This role will offer you the working relationship that you have been searching for your whole career._** With shared...

About the role ANZ Private works with high-net-worth individuals and families, supporting their wealth and goals. Our experienced team take the time to recognise the needs of our client - by building a relationship and getting to know them, their goals and understanding the family's structure. By doing so, we offer clients a personalised approach with...

**About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative...

**About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative...

**_You are passionate about providing top tier service. _**: - **_We will support you in developing your career in private banking. _**: - **_Together we will ensure we are the private bank successful Australians recommend. _** **About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high-net-worth...

Executive Manager, Client Acquisition, Commonwealth Private **Executive Manager - Client Acquisition, Melbourne** **Our Team** We provide personalized banking, wealth management, and investment advice nationwide for Australians, high and ultra-high-net-worth individuals. Our team-based approach grants access to specialized support and research within the...

About the role ANZ Private works with high-net-worth individuals and families, supporting their wealth and goals. Our experienced team take the time to recognise the needs of our client - by building a relationship and getting to know them, their goals and understanding the family's structure. By doing so, we offer clients a personalised approach with...

**Executive Manager - Client Acquisition, Melbourne**: **Our Team** We provide personalized banking, wealth management, and investment advice nationwide for Australians, high and ultra-high-net-worth individuals. Our team-based approach grants access to specialized support and research within the Commonwealth Bank Group, collaborating closely with adjacent...

Location: - Melbourne- Job Type: - Permanent- Salary: - Competitive Salary Package- Contact: - Molly Green**About our client**: The Self Determination Fund is established as a public charitable trust with the First People’s Assembly of Victoria (as the Aboriginal Representative Body under the _Advancing the Treaty Process with Aboriginal Victorians Act...

Location: - Melbourne- Job Type: - Permanent- Salary: - Competitive Salary Package- Contact: - Molly Green**About our client**: The Self Determination Fund is established as a public charitable trust with the First People’s Assembly of Victoria (as the Aboriginal Representative Body under the _Advancing the Treaty Process with Aboriginal Victorians Act...

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...

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...