Strategic Relationship Manager for High Net Worth Families

About Premier BankingPremier Banking at the Commonwealth Bank of Australia delivers Relationship Management services to High Net Worth customers within the Customer Service Network. Our teams consist of Relationship Managers and Associates throughout Australia, reporting into all states.Our ServicesWe provide Relationship Management to clients with...

We are seeking a seasoned Account Executive to join our client's High Net Worth – Personal Lines team in Melbourne.Key Responsibilities:Manage a diverse national portfolio of high net worth clients.Work autonomously to ensure exceptional customer service and compliance with operational requirements.Liaise with underwriters, colleagues, and clients to...

We are seeking a seasoned Senior Wealth Adviser to join our esteemed client's team. As a trusted advisor, you will be responsible for managing a high net worth client base and providing strategic holistic financial advice to ensure their long-term growth and success.Our client is a leading private wealth management firm with an impressive track record of...

About the CompanyFuse Recruitment specializes in recruitment for the insurance industry, actively sourcing a broad range of established clients.Job OverviewWe are currently partnering with a highly established industry leader within Boking, based in Melbourne's inner South East, to find an experienced Account Executive for their High Net Worth – Personal...

About High-Net-Worth Commercial LawThis is an exceptional chance for a Senior Commercial Lawyer (4+ PAE) to join a leading boutique firm in the heart of Melbourne.Join a family-friendly, supportive team and enjoy work-life balance with no late nights or weekends, and great career growth.The Opportunity OverviewGatehouse Legal Recruitment presents a unique...

Job OpportunityWe are partnering with a leading insurance broker in Melbourne's inner South East to find an experienced High Net Worth Personal Lines Account Manager.About the RoleThis is a unique opportunity to join a multi-award winning family-owned insurance broker and take on a diverse national portfolio. As an Account Manager, you will work autonomously...

Role OverviewWe're partnering with a leading industry player in Melbourne's inner South East to strengthen their team. They're looking for an experienced Account Manager to join their High Net Worth – Personal Lines team.Key ResponsibilitiesManage a diverse national portfolio autonomouslyEnsure exceptional customer service through regular liaison with...

About RSMWe are a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and...

Top Tier Private Clients Group OpportunityThis esteemed organisation, a Top Tier Private Clients Group in Australia, boasts an impressive track record of exceptional client service delivery.With a strong focus on client values, they have maintained excellent growth despite challenging global financial market conditions. As a result, they are now seeking new...

Job DescriptionWe are seeking an experienced Senior Family Lawyer to join our team in a specialist boutique family law firm. The ideal candidate will have a minimum of 5 years post-admission experience in Family Law and be accredited as a specialist in the field.About the RoleThis is a rare opportunity to work on high net worth matters in a friendly and...

Established in South Yarra, our boutique firm specialises in wealth management and retirement planning. As a Senior Financial Planner, you will be the primary point of contact for a high-value portfolio, advising clients on all aspects of wealth creation, tax planning, superannuation, and retirement strategies. You will have the opportunity to cultivate...

This is a highly regarded law firm with a strong presence in the market. The firm has well known Partners who are leaders in their field and enjoy providing services to high net worth individuals.The role involves working with a range of clients who have large asset pools, requiring a professional and sensitive approach when liaising with these clients.Key...

Exceptional Career Growth with Gatehouse Legal RecruitmentWe are seeking a skilled Senior Associate Commercial Lawyer to join our team at Gatehouse Legal Recruitment, located in the heart of Melbourne's CBD. This is an exceptional chance for a commercial lawyer with 4+ years of post-admission experience (PAE) to work on high-net-worth matters and enjoy...

Role OverviewFuse Recruitment is partnering with a highly established industry leader in Boking to find an experienced Account Executive for their High Net Worth – Personal Lines team.About the RoleAs an Account Executive, you will autonomously manage your own book of loyal clients, ensuring exceptional customer service is maintained at all times. You will...

We are seeking a highly experienced Account Executive to join our High Net Worth – Personal Lines team at a multi-award winning family-owned Insurance Broker based in Melbourne's inner South East.What We OfferA competitive salary of $90,000 - $120,000 per annumA bonus structure that rewards high performanceDevelopment opportunities to help you grow your...

Experience a new level of career satisfaction in your role as an Insurance Account Executive at a highly established industry leader.About the CompanyFuse Recruitment partners with top insurance companies to source exceptional talent, and we're currently working with a multi-award winning family-owned Insurance Broker. Based in Melbourne's inner South East,...

Job SummaryAs a Senior Tax Manager at RSM, you will be responsible for providing exceptional tax services to ultra-high net worth clients, including wealth transfer, charitable, and retirement planning, as well as tax compliance. Your technical expertise and ability to work collaboratively with the team will be essential in delivering outstanding client...

About the OpportunityWe are seeking an exceptional Senior Commercial Lawyer to join our boutique firm in Melbourne's CBD.Job Description:As a Senior Commercial Lawyer, you will have the opportunity to work on high-profile, high-net-worth matters with hybrid arrangements. Enjoy regular working hours and unparalleled flexibility without sacrificing your...

Woods & Co Recruitment is delighted to partner with a reputable boutique firm in South Yarra, specialising in wealth management and retirement planning. As a Senior Financial Planner, you'll be the primary point of contact for high-value clients, providing expert advice on wealth creation, tax planning, superannuation, and retirement strategies.About the...

Job SummaryWe are seeking an experienced Account Executive to join our team at Fuse Recruitment. As a key member of our insurance brokerage, you will be responsible for autonomously managing your own book of loyal clients, ensuring exceptional customer service, and driving business growth.About the RoleManage a diverse national portfolio of high net worth...