Family Wealth Manager
1 week ago
We are seeking a highly skilled Manager to join our Private Business and Family Advisory Division.
In this role, you will work closely with Partners and Directors to deliver taxation, financial, and business advisory services.
You will have the opportunity to work with a diverse and interesting client base across various industries.
Key Responsibilities:
- Prepare complex accounting and taxation engagements.
- Provide exceptional client service as a regular point of contact.
- Lead and guide a team of accounting professionals.
Requirements:
- Strong understanding of client needs.
- Advanced accounting technical knowledge.
- Effective management and mentorship skills.
The ideal candidate will have degree-qualifications and completed their CA/CPA qualification. They should also have relevant expertise as a Manager in a business advisory environment.
What We Offer:
- Flexible work arrangements.
- Income protection insurance.
- Free fortnightly lunch.
- Discounted health insurance.
- Active social club.
-
Brisbane, Queensland, Australia VISIS Private Wealth Full time $80,000 - $120,000 per yearAbout the roleWe are seeking an ambitious Associate Adviser, with an aspiration to be a Financial Adviser, to join our award winning wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser you will work within a dedicated team to provide premium wealth management advice and service to Executives and HNW clients. This is a...
-
Brisbane, Queensland, Australia VISIS Private Wealth Full time $90,000 - $120,000 per yearAbout the role We are seeking a skilled and experienced Part-time Company Accountant to join the team at VISIS Private Wealth in Brisbane, Queensland. In this pivotal role, you will be responsible for managing the company's financial accounts and reporting, ensuring compliance with relevant accounting standards and regulations. This is an excellent...
-
Senior Wealth Advisor
7 days ago
Brisbane, Queensland, Australia beBeeTax Full time $140,000 - $175,000Private Wealth Career OpportunityWe are seeking a highly skilled professional to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing tailored solutions to our clients across all sectors of the Australian economy.This is an exciting opportunity for a tax professional to leverage their...
-
Private Wealth Manager
1 week ago
Brisbane, Queensland, Australia beBeeRelationship Full time $150,000 - $200,000About This RoleYou will serve as a trusted advisor to high-net-worth clients, providing customized banking and wealth management solutions that exceed their expectations.With expertise in complex lending and strong relationship-building skills, you will grow a portfolio of high-net-worth clients through both new and existing connections.Main...
-
Wealth Management Professional
6 days ago
Brisbane, Queensland, Australia beBeeWealthManagement Full time $100,000 - $160,000We are seeking a talented Wealth Management Professional to join our team.Your key responsibility will be to develop and grow your portfolio of high-net-worth clients, providing them with a full range of financial services and innovative solutions.You will work closely with clients to understand their financial goals and objectives, and provide tailored...
-
Strategic Wealth Manager
5 days ago
Brisbane, Queensland, Australia beBeeInvestment Full time $120,000 - $200,000Portfolio Manager OpportunityWe are seeking an experienced Portfolio Manager to join our team. This role involves managing a portfolio of high net worth and wholesale clients, working closely with an experienced leadership team to deliver tailored investment advice and provide a genuine hands-on service across wealth management and portfolio construction.Key...
-
Private Wealth Executive
1 week ago
Brisbane, Queensland, Australia Westpac Group Full time**Proactively drive new HNW client growth and acquisition opportunities**:- **Partner with Global Investment Services Directors to drive investment solutions**:- **Permanent opportunity**How will I help?**Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients.We've created a new...
-
Wealth Management Advisor
5 days ago
Brisbane, Queensland, Australia beBeeCustomerCentric Full time $70,000 - $80,000Job RoleThe ideal candidate will possess a customer-centric mindset, eager to develop their skills in wealth management.You will handle inbound phone calls from clients and finance professionals, focusing on complex products within the Wealth space. Utilizing excellent communication skills, you will identify client needs through effective questioning and...
-
Business Development Manager – Wealth Solutions
2 weeks ago
Brisbane, Queensland, Australia Macquarie Group Full timeBusiness Development Manager – Wealth SolutionsOur Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice firms and financial brokers achieve their goals by developing and providing targeted solutions and support, fostering...
-
Business Development Manager – Wealth Solutions
2 weeks ago
Brisbane, Queensland, Australia Macquarie Group Full timeBusiness Development Manager – Wealth Solutions Our Wealth Solutions team offers market-leading integrated wealth solutions for advisers and their clients. Business Development Managers at Macquarie Wealth help financial advice firms and financial brokers achieve their goals by developing and providing targeted solutions and support, fostering...
