Wealth Management Expert

About UsWe are a leading provider of wealth management solutions, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning platform reflects our commitment to excellence and cutting-edge technology.Our team of passionate individuals is dedicated to making life better for more Australians. Our guiding...

We are looking for a skilled Wealth Management Advisor to join our team at Westpac. In this role, you will provide expert advice and guidance to our High Net Worth clients, helping them achieve their financial goals.Your key responsibilities will include:Conducting thorough needs analyses to understand client objectivesDeveloping tailored investment...

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...

As a Private Wealth Strategist with Robert Walters Australia, you will drive growth in high-net-worth client acquisition and collaborate with Global Investment Services Directors to deliver tailored investment solutions.The ideal candidate will have proven experience in building deep client relationships in the HNW/UHNW sector (Private Banking, Investment,...

The Wealth Management Expert role at deVere Australia offers a unique opportunity to work with high net worth individuals and help them achieve their financial goals.You will be responsible for:Managing and supporting a portfolio of clients, building strong relationships and maintaining regular communication.Developing and implementing tailored wealth...

We are seeking a talented Financial Adviser to join our team at Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life.About the PositionThis role involves providing comprehensive financial advice and services to clients, including estate planning, retirement planning, and lending solutions. As a Financial Adviser, you...

We are seeking a Wealth Management Director to lead our Private Wealth Management team at Robert Walters Australia.This challenging role requires a seasoned professional with extensive experience in high-net-worth client acquisition and management, as well as a strong understanding of investment products and services.As a Wealth Management Director, you will...

Company Overview:Wealth management and retirement planning firm in South Yarra.Salary: Competitive remuneration package with performance incentives.Job Description:As a Senior Financial Planner, you'll be the primary point of contact for high-value clients, advising on wealth creation, tax planning, superannuation, and retirement strategies. You will manage...

Senior Private Wealth SpecialistDrive growth in high-net-worth (HNW) client acquisition. Collaborate with Global Investment Services Directors to deliver tailored investment solutions. Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need:Proven experience in building deep client relationships in the...

Senior Private Wealth SpecialistDrive growth in high-net-worth (HNW) client acquisition. Collaborate with Global Investment Services Directors to deliver tailored investment solutions. Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need:Proven experience in building deep client relationships in the...

Company OverviewPerpetual Limited is an ASX-listed company headquartered in Sydney, Australia. We operate across three distinct businesses: Asset Management, Wealth Management, and Corporate Trust.We have 11 leading brands and a strong commitment to creating an inclusive workplace where diversity is celebrated.We are committed to supporting regional...

Role SummaryWe are seeking a talented Wealth Management Associate to join our team. The successful candidate will be responsible for supporting client onboarding, deceased estates processing and intermediary/external planner functions for our Wealth Management business.Main Responsibilities:Process Execution: Execute daily processes to meet SLAs within...

We are seeking a Wealth Management Product Lead to join our team. In this role, you will be responsible for overseeing the development of new products and services, working closely with the Operations, Product Distribution and Client Services teams.The successful candidate will have a strong understanding of the Australian financial product landscape and...

Client Relationship Manager, Private Wealth Sales, MelbourneLocation: Sydney, AUWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across 21 offices worldwide. Partners Group is an equal opportunity...

3 days ago Be among the first 25 applicantsDirect message the job poster from Selby JenningsAssociate Vice President - Insurance and Actuarial ServicesOverviewThe Client Solutions team specializes in providing innovative private market investment solutions to clients globally. This role is part of the Australian private wealth sales team.Over the past twelve...

Asset & 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, banking, and...

Associate, Perpetual Wealth ManagementAssociate, Perpetual Wealth ManagementApply locations Melbourne time type Full time posted on Posted 5 Days Ago job requisition id R7771More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where you work best – whether in the office or from home.Perpetual Wealth is seeking an...

About Our ClientOur client is a market leader in Financial markets, providing a diverse range of products and services to individual investors, institutions, and private businesses.The OpportunityThis is a unique opportunity to join a tier-one brand that prides itself on building the careers and skills of its most valued asset.Key ResponsibilitiesRespond to...

We are looking for a Wealth Management Professional to join our team as an Investment Product Specialist.This role offers a unique opportunity to drive business growth through strategic product development and delivery.Key responsibilities include:Developing and implementing new products to meet client needs.Ensuring regulatory compliance in new...

We are looking for Business Analysts with Trade and wealth experience for a project based in Melbourne location. You will be a part of a Global Consulting firm for one of their major projects. We are looking for someone with the following skills and experience: Significant IT Business Analyst experience in enterprise-scale projects Must have Financial...