Wealth Management Consultant

4 days ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Roles and Responsibilities:

We are seeking an experienced Wealth Management Consultant to lead a team of Associate Advisers and provide front office and risk support to the business in our Sydney office.

As part of the client-facing Advisory team, this is a broad role providing support to the Chief of Staff, and National Adviser Assistant Manager in Melbourne, as well as supporting the National front office risk manager and the Associates in Sydney office.

Key Accountabilities:

  • Lead, mentor, and train Associate Advisers in the Sydney office
  • Enhance procedures and processes for the Associates
  • Support First Line risk activities such as maintenance of risk and control registers, and incident management
  • Maintain client advice processes and documentation
  • Assist with Front office Remediation projects
  • Provide front office support, onboarding advisers to the business

Qualifications/Experience Required:

In order to be considered for this role, you will need a minimum of 4 years' experience in a similar role within Stockbroking/Wealth Management sector. Your experience should ideally include prior Dealer Assistant/Associate Adviser experience, combined with some risk, KYC, Admin support, and/or team leading. You will also require RG146 accreditation or equivalent.

Desirable Qualifications/Experience:

  • Degree qualified in finance or related disciplines
  • Anti-Money Laundering/Know Your Client experience
  • Excellent customer service skills, including written and verbal communication
  • Resourceful, self-starter with high work standards and willingness to learn
  • Strong Microsoft office skills, including Excel, PowerPoint, Word
  • High level of attention to detail and accuracy with a focus on compliance
  • Exceptional organisational and prioritisation skills, able to multi-task effectively in a fast-paced environment

  • Wealth Management Professional

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting - Wealth ManagementRole Summary:We are seeking a highly organized and detail-oriented Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our private wealth management team, you will be responsible for providing exceptional client service, ensuring seamless day-to-day operations, and...

  • Wealth Manager

    3 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementCompany: Anton Murray ConsultingWe are seeking a highly skilled Wealth Manager to join our team in Sydney. As a Wealth Manager, you will be responsible for providing exceptional client service and support to our clients in the development, preparation, and implementation of financial advice and investment proposals.Key...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalJob Summary: We are seeking a highly skilled Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management industry.Key Responsibilities:Assist in the...

  • Wealth Management Associate

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management AssociateJob Summary: We are seeking an experienced Wealth Management Associate to join our Sydney team. The ideal candidate will have wealth management experience and a strong understanding of KYC and AML regulations.Key Responsibilities:Support all operational processes for CIP KYC and PEP reviewsReview documentation provided...

  • Wealth Management Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementWe are seeking a highly skilled and experienced Wealth Management professional to join our team at Anton Murray Consulting.About the RoleThe successful candidate will be responsible for providing exceptional support to our Private Wealth Managers, ensuring seamless delivery of our wealth management services to individual...

  • Wealth Management Administrator

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Anton Murray Consulting. As a key member of our Sydney office, you will provide administrative support to our NSW State Manager and Administration Manager, ensuring the smooth operation of our wealth management department.Key...

  • Wealth Management Assistant

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management Office AssistantAnton Murray Consulting is seeking a highly organized and detail-oriented Wealth Management Office Assistant to join their team in Sydney. As a key member of the wealth management department, you will provide administrative support to the NSW State Manager and Administration Manager, ensuring the smooth operation...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalAbout the Role:We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management sector.Key Responsibilities:Assist...

  • Wealth Management Professional

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementWe are seeking a highly skilled and experienced Wealth Management professional to join our team at Anton Murray Consulting.About the Role:The successful candidate will be responsible for providing exceptional client service, assisting in the development of financial advice and investment proposals, and maintaining up-to-date...

  • Wealth Management Specialist

    1 month ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    Unlock Your Potential as a Wealth AdvisorAt William Buck NSW, we're seeking a highly skilled and experienced Wealth Advisor to join our dynamic team. As a key member of our Wealth Advisory division, you'll play a pivotal role in managing client portfolios and driving positive outcomes.Key Responsibilities:Lead client relationships and develop tailored...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Summary:We are seeking a highly skilled Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support in the development, preparation, and implementation of financial advice and investment proposals.Key Responsibilities:Assist advisors...

  • Wealth Management Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management SpecialistAnton Murray Consulting is seeking an experienced Wealth Management Specialist to join our team in Sydney. As a key member of our Advisory team, you will be responsible for managing a team of Associate Advisers and providing front office and risk support to the business.Key Responsibilities:Team Leading, mentoring,...

  • Wealth Management Professional

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalJob Summary: We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients in the wealth management industry.Key Responsibilities:Assist...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Summary: We are seeking a skilled Wealth Management Assistant to join our team at Anton Murray Consulting.About the Role:We are looking for a highly motivated individual to provide exceptional support to our client services and dealer assistant team. As a Wealth Management Assistant, you will be responsible for assisting advisors in the development,...

  • Senior Wealth Manager

    3 weeks ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    About the Role:We are seeking a highly skilled and experienced Senior Wealth Manager to join our Wealth Advisory division. As a key member of our team, you will be responsible for managing client portfolios and driving positive outcomes.Key Responsibilities:Leading client relationships and developing tailored adviceProducing high-level strategy advice...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management ProfessionalAbout the Role:We are seeking a highly skilled and experienced Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our Financial Services team, you will be responsible for providing exceptional client service and support to our clients in the Sydney area.Key...

  • Wealth Management Specialist

    2 months ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    {"title": "Wealth Advisory Role", "description": "About the Opportunity: As a senior team member in our Wealth Advisory division, you will play a pivotal role in managing client portfolios and driving positive outcomes. With approximately $1 billion in assets under management, you will have the opportunity to mentor and develop junior members while making a...

  • Wealth Management Support Professional

    6 hours ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    About the RoleAnton Murray Consulting is seeking a highly organized and administrative skilled Wealth Management Support Professional to join our team in Sydney.

  • Wealth Management Professional

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementWe are seeking a highly skilled and experienced Wealth Management professional to join our team at Anton Murray Consulting.About the Role:The successful candidate will be responsible for providing exceptional client service, assisting in the development of financial advice and investment proposals, and maintaining up-to-date...

  • Wealth Management Specialist

    4 weeks ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    {"title": "Wealth Advisory Role", "description": "About the Opportunity: As a senior team member in our Wealth Advisory division, you will play a pivotal role in managing client portfolios and driving positive outcomes. With approximately $1 billion in assets under management, you will have the opportunity to mentor and develop junior members while making a...