Client Wealth Manager

14 hours ago

Melbourne, Victoria, Australia beBeeAdministrative Full time $90,000 - $120,000

Our team simplifies and streamlines the complexities of wealth management. As a leading provider of fully integrated platforms, we empower advisers to efficiently manage clients' wealth.

The Role

The Onboarding and Portfolio Services Consultant is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes onboarding new clients, maintaining and updating accounts, managing FATCA/CRS reporting, processing inspecie transfers, and handling related tasks.

Key Responsibilities:
  • Onboard new clients and maintain their accounts
  • Manage FATCA/CRS reporting and related tasks
  • Process inspecie transfers and handle related tasks

We pride ourselves on delivering innovative technology and exceptional service to our clients. If you are passionate about wealth management and have excellent administrative skills, apply for this role.

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