Wealth Manager

1 day ago

Melbourne, Australia Independent Resourcing Consultancy Ltd Full time

Position:Wealth Manager

Location:Melbourne, Australia

Employment Type:Full-Time

About the Role:

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities:

- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.

- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.

- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.

- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.

- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.

- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.

- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)

- Minimum of 5 years of experience in wealth management or a related financial advisory role.

- Proven track record of managing and growing a portfolio of high-net-worth clients.

- Strong knowledge of financial products, investment strategies, and market dynamics.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to build and maintain long-term client relationships based on trust and integrity.

- Proficiency in financial planning software and tools.

- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies:

- Strategic thinking and analytical skills.

- High level of professionalism and ethical standards.

- Client-focused with a commitment to delivering exceptional service.

- Strong organizational and time management skills.

- Ability to work independently and as part of a team.

Benefits:

- Competitive salary and performance-based incentives.

- Comprehensive health and wellness benefits.

- Opportunities for professional development and career advancement.

- Supportive and collaborative work environment.

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.

#J-18808-Ljbffr

  • Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia ircfsjobs Full time

    Position: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Paraplanner, Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Full time $80,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Buyers' Agent

    2 weeks ago

    Melbourne, Australia Empower Wealth Full time

    **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...

  • Virtual Agency Manager

    4 days ago

    Melbourne, Australia Wealth Axis Full time

    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 -...

  • Wealth Management Client Associate

    1 week ago

    Melbourne, Victoria, Australia Bank of America Full time US$25 - US$37

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Dealing Officer- Wealth

    4 days ago

    Melbourne, Australia Mutual Trust Full time

    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...

  • Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

    1 week ago

    Melbourne, Victoria, Australia Goldman Sachs Full time $180,000 - $250,000 per year

    Job DescriptionAsset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...

  • Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

    3 days ago

    Melbourne, Victoria, Australia Goldman Sachs Full time $120,000 - $250,000 per year

    Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/Sydney Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and...

  • Distribution Manager

    2 weeks ago

    Melbourne, Australia BT Financial Group Full time

    **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...

  • Paraplanner, Perpetual Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Limited Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best - whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...