Strategic Wealth Manager

About NetwealthWe are a leading provider of innovative wealth management solutions, dedicated to helping our clients achieve their financial goals.Our company was founded in 1999 with a vision to revolutionize the way people manage their wealth. Today, we are proud of our reputation as a trusted and forward-thinking partner for individuals and organizations...

We are seeking a highly experienced and accomplished Strategic Technology Director to lead our wealth business technology team. This is an exciting opportunity for a seasoned leader who can drive technology strategy, innovation, and delivery.About IressIress is a leading provider of financial software and solutions, trusted by over 10,000 businesses and...

Unlock Your Potential as a Strategic Wealth AdviserWe are seeking a highly skilled and experienced Strategic Wealth Adviser and Business Development Leader to join our team in Ballarat. As a key member of our Advice Team, you will be responsible for delivering high-quality advice to our clients and driving business growth through new client acquisition and...

Perpetual is a leading provider of investment, wealth and fund management services in Australia. We're seeking an experienced Strategic Paraplanning Leader to join our team.About the RoleWe offer a highly competitive salary package including a base salary of $120,000 - $180,000 per annum, depending on experience. This role involves providing strategic advice...

About the RoleWe are seeking an experienced Strategic Paraplanning Lead to join our team at Perpetual Wealth Management. This is a key leadership role that will provide quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients.Key ResponsibilitiesAssist the Senior Manager, National Paraplanning with the...

Senior Wealth AdviserThis prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic...

At Goldman Sachs, we help our clients reach their financial goals through our expertise in asset and wealth management. Our Private Wealth Advisors (PWAs) serve as trusted advisors to high net worth individuals and families, corporate executives, entrepreneurs, and select institutions.Your ImpactLeverage your unique background and experiences to build a...

At Shadforth, we're committed to helping individuals achieve their financial goals.About the RoleWe're seeking an experienced Senior Associate Adviser to join our team in Ballarat. As a key member of staff, you'll play a crucial role in maintaining high professional standards for advice, client service, and personal integrity.Key ResponsibilitiesTake...

Job Title: Wealth ManagerAt Independent Resourcing Consultancy Ltd, we are seeking a highly motivated and experienced Wealth Manager to join our team in Melbourne, Australia.About the Role:We are looking for a skilled and results-driven Wealth Manager to provide tailored financial advice and wealth management solutions to high-net-worth individuals and...

We are seeking a highly skilled Wealth Management Professional to join our team at Woods & Co Recruitment. This is an exceptional opportunity for a senior financial planner to take on a leadership role in a boutique firm specialising in wealth management and retirement planning.The ideal candidate will have a minimum of 5 years of experience as a financial...

About the Role:As a key member of our team, you will be responsible for developing strategic account plans for existing clients and building relationships with prospects to drive business growth in Australia.Key Responsibilities:Develop and implement business growth strategies to expand our presence in the Australian marketBuild and maintain strong...

Job Title: Wealth Management SpecialistAbout the Role: We are seeking a skilled Wealth Management Specialist to join our team at Anton Murray Consulting. As a Wealth Management Specialist, you will be responsible for managing client accounts, maintaining data integrity, and ensuring excellent service for internal and external clients.Key...

Role SummaryWe are seeking a highly skilled Private Wealth Specialist to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.Key ResponsibilitiesReconcile client investment data across systems.Reconstruct clients' cost...

Company OverviewWe are a boutique wealth management firm in South Yarra, specialising in providing expert financial planning services to high-net-worth individuals.About the RoleWe are seeking an experienced Executive Wealth Manager to join our team. As a key member of our client service team, you will be responsible for developing and implementing...

Job DescriptionWe are seeking a skilled Paraplanning Team Lead to join our Perpetual Wealth Management team. As a key member of the team, you will be responsible for providing quality, compliant and timely paraplanning services and strategic advice support to Advisers, Partners and clients.About the Role Assist the Senior Manager, National Paraplanning in...

About the RoleAs a Team Leader within the Paraplanning team at Perpetual Wealth Management, you will play a pivotal role in delivering quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Manage the National Paraplanning team to ensure effective and consistent support to Senior Advisers, Trust...

About the RoleWe are seeking an experienced Senior Wealth Strategist to join our team as a Private Client Adviser. In this role, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.Main ResponsibilitiesManage and service an existing book of high-net-worth clientsProvide holistic and detailed...

As a Senior Associate Adviser at Shadforth, you will play a pivotal role in delivering exceptional client service and driving business growth. Located in Ballarat, this position offers a unique opportunity to work with experienced Private Wealth Advisers and contribute to a team culture that values people.About the RoleYou will be responsible for managing...

Job OverviewWe are seeking a Senior Client Portfolio Manager to oversee the end-to-end service delivery to our clients in the wealth management sector.The ideal candidate will have experience managing client relationships and providing strategic guidance to ensure optimal engagement and successful outcomes.ResponsibilitiesOversight of all facets of service...

Top Tier Private Clients Group OpportunityThis organisation is one of Australia's leading private clients groups, with a strong track record of exceptional client service delivery. They pride themselves on their client values and continue to experience growth despite challenging global financial market conditions.As a Senior Wealth Adviser, your challenge...