Wealth Manager

1 week ago

Sydney, Australia Independent Resourcing Consultancy Ltd Full time

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, 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:

1. Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
2. Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
3. Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
4. Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
5. Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
6. Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
7. Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
2. Minimum of 5 years of experience in wealth management or a related financial advisory role.
3. Proven track record of managing and growing a portfolio of high-net-worth clients.
4. Strong knowledge of financial products, investment strategies, and market dynamics.
5. Excellent communication, negotiation, and interpersonal skills.
6. Ability to build and maintain long-term client relationships based on trust and integrity.
7. Proficiency in financial planning software and tools.
8. A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies:

1. Strategic thinking and analytical skills.
2. High level of professionalism and ethical standards.
3. Client-focused with a commitment to delivering exceptional service.
4. Strong organizational and time management skills.
5. Ability to work independently and as part of a team.

Benefits:

1. Competitive salary and performance-based incentives.
2. Comprehensive health and wellness benefits.
3. Opportunities for professional development and career advancement.
4. 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

    Sydney, New South Wales, Australia ircfsjobs Full time

    Position: Wealth Manager Location: Sydney, 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 Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Management

    4 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time $70,000 - $120,000 per year

    Seeking experienced candidates with 2-3 years prior work experience in project coordination, consulting, product support or ideally Big 4 management consulting experience from within Financial Services - ideally Private Banking or Wealth Management industry.Our client is a leading global wealth management firm that advises, trades, manages and distributes...

  • Wealth Manager

    4 weeks ago

    Council of the City of Sydney, Australia Independent Resourcing Consultancy Ltd Full time

    Overview Wealth Manager - Sydney This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive...

  • Wealth Management Compliance Officer

    2 weeks ago

    Sydney, Australia UBS Full time

    Australia - Compliance - Group Functions **Job Reference #** - 291530BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you have a minimum 3 years of experience in providing compliance or risk advisory services within a private banking or wealth management environment? Do you enjoy advising and supporting front office colleagues to ensure...

  • Senior Wealth Manager

    4 days ago

    Sydney, New South Wales, Australia Grant Executive Search Full time $150,000 - $200,000 per year

    New Senior Wealth Adviser career role with this Top Tier Private Clients groupTop Tier Private Clients GroupNew Senior Adviser Private ClientsExcellent Package plus Bonus & Lifestyle BalanceThis organisation is one of Australia's Top Tier Private Clients Group with a impressive track record of exceptional client service delivery. They pride themselves on...

  • Wealth Management

    4 days ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a Tier 1 Private Wealth Manager seeking a Desk Assistant to join their team for an initial 12-month contract. Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning,...

  • Manager - Operational Risk - Wealth Management

    1 week ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading Wealth Management firm seeking a Manager of Operational Risk for an initial 12 month contract This role sits within the Australian Wealth Management Operational Risk division in Line 1. The Operational Risk team is an independent function that oversees, monitors, measures and analyses...

  • Client Relationship and Operations Manager

    7 days ago

    Sydney, New South Wales, Australia Rivkin Private Wealth Full time $80,000 - $120,000 per year

    Company DescriptionEstablished in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specializing in diversified financial solutions across various asset classes. Catering to a diverse clientele, including entrepreneurs, executives, and business owners, our team of expert advisors maintains the highest standards of professionalism....

  • Private Wealth Executive

    7 days ago

    Sydney, Australia Westpac Group Full time

    **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...

  • Wealth Administrator

    2 weeks ago

    Sydney, Australia Bendigo and Adelaide Bank Full time

    Wealth Administrator **Your new role with Bendigo Bank is just a few clicks away!** **Position Description**:Sponsorship Administrator PD.pdf** **Closing Date: 30th September (Monday) 2024.** **About us** The Wealth Financing business is the foundation business of the Wealth & Third-Party Banking Division and the market leading Margin Lending business...