Senior Wealth Management Advisor

3 weeks ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time
About the Role

We are seeking an experienced Senior Wealth Management Advisor to join our team in Sydney. As a key member of our advisory team, you will be responsible for leading a team of Associate Advisers and providing front office and risk support to the business.

Key Responsibilities:
  • Lead and mentor a team of Associate Advisers in the Sydney office
  • Enhance procedures and processes for the Associates
  • Support First Line risk activities such as maintenance of risk and control registers, and incident management
  • Maintain client advice processes and documentation
  • Assist with Front Office Remediation projects
  • Provide front office support and onboarding advisers to the business
Requirements:
  • Minimum 4 years' experience in a similar role within Stockbroking/Wealth Management sector - ideally with prior Dealer Assistant/Associate adviser experience, combined with some risk, KYC, Admin support and/or team leading etc.
  • RG146 accreditation or equivalent
About Us

Anton Murray Consulting is a leading recruitment firm specializing in finance and banking roles. We have extensive expertise in placing candidates in top-tier companies across various sectors.

Salary and Benefits

We offer a competitive salary package of approximately $120,000 per annum, plus additional benefits including superannuation, paid annual leave, and opportunities for career advancement.



  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Senior Wealth Management AdvisorWe are seeking a seasoned professional to join our Advisory team in Sydney, where you will play a key role in leading and mentoring a team of Associate Advisers. As part of this dynamic team, you will be responsible for enhancing procedures and processes, supporting risk activities, and maintaining client advice...


  • Sydney, New South Wales, Australia Hoxton Wealth Full time

    About Hoxton WealthHoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.We are seeking an experienced Senior...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryWe are seeking an experienced Senior Risk Management Specialist to join our team in Sydney. The successful candidate will have a strong background in risk management, particularly in the wealth products space.About the RoleThis is a permanent opportunity for a motivated and detail-oriented individual who can assist in managing, analyzing, and...


  • Sydney, New South Wales, Australia William Buck Full time

    Unlock a Rewarding Career in Wealth AdvisoryAre you a recent university graduate eager to launch your career in financial services? We're seeking a talented and ambitious individual to join our team as a Wealth Advisory Graduate. As a key member of our team, you'll have the opportunity to work closely with experienced Directors and Senior Advisors,...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting - Wealth ManagementRole Summary:We are seeking a highly organized and detail-oriented Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our private wealth management team, you will be responsible for providing exceptional client service, ensuring seamless day-to-day operations, and...


  • Sydney, New South Wales, Australia Hoxton Wealth Full time

    About the RoleWe are seeking a skilled and dynamic Financial Advisor to join our established Sydney team at Hoxton Wealth. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to comprehensive financial planning.This position offers the...


  • Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    **Career Opportunity:** Experienced Independent Financial Advisor Wanted in Sydney, AustraliaAt Click and Connect Online Limited, we are seeking an accomplished and dedicated Independent Financial Advisor to join our esteemed team in Sydney, Australia.Job Overview:Industry: Wealth ManagementLocation: Sydney, AustraliaWe are a reputable wealth management firm...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney, AustraliaJob Description:We are seeking an experienced Senior Wealth Management Officer to join our client's Sydney Account Management Team. The ideal candidate will have a strong background in wealth management, retail broking, and client onboarding with experience in KYC and AML processes.Key Responsibilities:Support operational processes for...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Senior Wealth Management Team LeadWe are seeking an experienced and skilled Senior Wealth Management Team Lead to join our Sydney office. The successful candidate will be responsible for leading a team of Associate Advisers, providing front office and risk support, and enhancing procedures and processes.Company OverviewOur client is a Tier 1...


  • Sydney, New South Wales, Australia BDO Full time

    Our Sydney Private Wealth OpportunityBDO Australia's self-licensed financial advice practice is seeking an experienced Senior Wealth Strategist to join our esteemed Private Wealth team. As a key member, you will work closely with clients to develop and implement tailored wealth management strategies.The successful candidate will possess:Minimum 5-10 years of...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Unlock Your Potential in Wealth ManagementWe are seeking a highly skilled and organized Wealth Management Assistant to join our dynamic team at Anton Murray Consulting.As a Wealth Management Assistant, you will play a critical role in supporting the Sydney wealth management department by providing exceptional administrative support. You will be responsible...


  • Sydney, New South Wales, Australia William Buck Full time

    About the RoleWe are seeking a talented Wealth Advisory Professional to join our team at William Buck. In this role, you will work closely with Directors and Senior Advisors to provide exceptional client service and support.Key ResponsibilitiesFirst point of contact for clients, providing outstanding customer service and addressing their needsPreparation of...


  • Sydney, New South Wales, Australia Ares Management Corporation Full time

    Ares Management Corporation is seeking a highly skilled Business Development Associate to support the distribution efforts and management of alternative strategies in the private wealth channels. This role will play a key part in helping drive business growth and development across Australia and New Zealand.Key Responsibilities:Assist senior business...


  • Sydney, New South Wales, Australia Findex Full time

    We are seeking an experienced Financial Planning Advisor to join our Australian team at Findex, a leading provider of integrated financial services. With a strong focus on wealth management, you will be responsible for researching and analysing information to provide expert advice to our clients.The ideal candidate will have a Bachelor's degree in a relevant...


  • Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Role OverviewWe are seeking an experienced Strategic Asset Growth Manager to join our Sydney team. As a key member of our investment sales team, you will be responsible for growing our assets under management by building and maintaining relationships with financial advisors and private wealth clients.


  • Sydney, New South Wales, Australia William Buck Full time

    We are seeking a highly motivated and driven individual to join our Wealth Advisory team as a Graduate. As a key member of our team, you will be responsible for providing exceptional client service and support, while developing your skills and expertise in wealth management and financial planning.About the RoleThe successful candidate will have the...


  • Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    About Independent Resourcing Consultancy LtdWe are a premier financial services firm seeking an experienced and highly motivated Wealth Manager to join our dynamic team in Sydney, Australia.Salary and BenefitsThe successful candidate can expect a competitive salary of approximately $150,000 per annum, plus performance-based incentives. Comprehensive health...

  • Data Analytics Expert

    4 weeks ago


    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking an experienced Data Analytics Expert to join our team at Perpetual, a leading provider of wealth management services. As a Senior Manager/Manager Data Analytics within our Separation Management Office, you will be responsible for supporting Perpetual Wealth Management and working closely with cross-functional teams to drive...

  • Risk Management Lead

    4 weeks ago


    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Role OverviewWe are seeking a highly skilled Risk Management Lead to join our Wealth Operations team. The successful candidate will be responsible for managing and overseeing the Product Governance and Suitability Risk Frameworks, identifying and escalating product and suitability risks, and contributing to the Product & Investment Risk Committee.Key...


  • Sydney, New South Wales, Australia William Buck Full time

    Company OverviewAt William Buck, we pride ourselves on delivering exceptional wealth advisory services to successful business owners, high-level executives, and ultra-high net worth families. Our team is dedicated to providing sophisticated and tailored advice, leveraging our extensive knowledge and expertise in financial planning, investment strategies, and...