Current jobs related to HNW Senior Financial Adviser - Melbourne, Victoria - Grant Executive Search

  • Financial Markets Strategist

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    This is a key role at Commonwealth Bank, one of Australia's leading financial institutions. The successful candidate will be part of a dynamic team driving growth and innovation in the sector.About the RoleThe Financial Markets Strategist will work closely with the Executive Manager – Private Wealth Distribution to develop and implement investment...

  • Senior Financial Leader

    2 weeks ago

    Melbourne, Victoria, Australia Robert Walters Australia Full time

    We are seeking a highly skilled Finance Director to lead our finance function in Melbourne CBD.This is an exciting opportunity for a seasoned professional to drive financial success and growth in a dynamic engineering business.About the Role:Manage and lead the Finance function of Corporate ServicesAdvise CEO on financials and M&A opportunitiesEnsure...

  • Senior Financial Compliance Specialist

    1 month ago

    Melbourne, Victoria, Australia HESTA Super Fund Full time

    Overview of the RoleWe are seeking a highly skilled Senior Financial Compliance Specialist to join our team at HESTA Super Fund. As a key member of our financial reporting team, you will be responsible for ensuring compliance and accuracy in our financial reporting processes.About YouTo be successful in this role, you will need to have a Bachelor degree...

  • Senior Financial Manager

    3 weeks ago

    Melbourne, Victoria, Australia Northern Trust Full time

    Job Title: Senior Financial ManagerThis is an exciting opportunity to be part of a growing company in Australia.About the Role:Lead the Australian Financial Reporting team as a Senior Manager.Oversee monthly, quarterly, half-yearly, and annual financial reporting, regulatory reporting, and tax reporting to various clients.Serve as an escalation point for...

  • Senior Manager of Financial Operations

    3 weeks ago

    Melbourne, Victoria, Australia Iress Full time

    Iress invites applications for the position of Senior Manager of Financial Operations. This pivotal role involves crafting data-driven presentations to communicate financial results and strategic recommendations to the Executive Leadership Team (ELT) and Board. The Senior Manager will work closely with the CFO to prepare investor presentations and develop...

  • Senior Financial Planning Strategist

    3 days ago

    Melbourne, Victoria, Australia Iress Full time

    Role OverviewWe are seeking an experienced Senior Financial Planning Strategist to join our team in Melbourne, VIC, Australia. This senior-level role requires advanced knowledge and skills in financial planning and analysis.The ideal candidate will have at least 5 years of experience in a similar role, with expertise in recommending improvements to optimize...

  • Senior Financial Planning Strategist

    7 days ago

    Melbourne, Victoria, Australia Iress Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Strategist to join our team in Melbourne, VIC, Australia.The successful candidate will have advanced knowledge and skills in financial planning and analysis, with a strong ability to work with others to achieve goals.This is a senior-level role that requires at least 5 years of experience...

  • Senior Asset Distribution Manager

    1 month ago

    Melbourne, Victoria, Australia Macquarie Group Full time

    About the RoleThis is an exciting opportunity to join Macquarie Group, a leading global financial services group, as a Business Development Manager/Senior Business Development Manager in Victoria. As part of our Client Solutions Group within Macquarie Asset Management, you will work collaboratively with internal stakeholders to build relationships and drive...

  • Financial Markets Expansion Manager

    3 weeks ago

    Melbourne, Victoria, Australia Profusion Full time

    We are looking for a Financial Markets Expansion Manager to join our dynamic national sales team at Profusion. As a key member of our team, you will be responsible for driving growth and revenue through developing and maintaining strong relationships with advisers and dealer groups.Main Objectives:To grow and service existing adviser relationshipsTo develop...

  • Senior Financial Analyst ESG

    3 weeks ago

    Melbourne, Victoria, Australia JLL Full time

    Senior Financial Analyst ESG Job Description: At JLL, we are committed to creating a more sustainable future for our clients and the environment. As a Senior Analyst, ESG Risk, you will play a critical role in achieving this goal by analyzing commercial real estate assets and identifying opportunities for improvement. With an estimated salary range of...

  • Senior Commercial Manager

    3 weeks ago

    Melbourne, Victoria, Australia Department of Treasury and Finance, Victoria Full time

    Welcome to Our Team!The Department of Treasury and Finance, Victoria is expanding its capabilities and we're looking for an experienced Senior Commercial Manager to drive our commercial construction projects forward. As part of our team, you'll play a crucial role in ensuring successful project delivery, stakeholder engagement, and commercial outcomes.Key...

  • Leading Legal Counsel for Financial Services Regulatory Expertise

    4 weeks ago

    Melbourne, Victoria, Australia EFinancialCareers Ltd. Full time

    About EFinancialCareers Ltd.">At EFinancialCareers Ltd., we are a regulated online Forex and CFD trading platform with the scale of a global fintech and the agility of a start-up. Our mission is to arm our clients with everything they need to take on the global markets with confidence.">We Offer">A competitive salary structure including a company bonus...

  • Financial Reporting and Compliance Expert

    3 weeks ago

    Melbourne, Victoria, Australia HESTA Super Fund Full time

    This is a Financial Reporting and Compliance role with one of the leading companies in Australia, HESTA Super Fund.As our fund continues to grow rapidly, we are seeking a dedicated financial expert to ensure compliance and accuracy in our financial reporting processes.Your day will see you:Interpreting and applying regulatory and accounting standards in the...

  • Senior Risk Manager

    4 days ago

    Melbourne, Victoria, Australia WTW Full time

    Financial Services Senior Risk Manager RoleThis is an exciting opportunity for a skilled and experienced risk manager to join WTW in Sydney or Melbourne, working with our Financial, Professional and Executive Risks (FINEX) team.The successful candidate will be responsible for managing client relationships, collaborating with other teams to deliver...

  • Financial Reporting Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Thomson Reuters Full time

    About the CompanyThomson Reuters is a leading company in Australia, providing tax and financial reporting technology solutions to a range of clients, including ASX100 and multi-national corporates.The company is continuing to grow rapidly and is looking for a Senior Consultant to join their Professional Services team.About the RoleThis is an exciting...

  • Digital Platform Strategist

    3 weeks ago

    Melbourne, Victoria, Australia Vanguard Australia Full time

    Job Description:Vanguard Australia is a leading investment management company, serving over 50 million investors worldwide.We are committed to supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.Main Responsibilities:Conduct strategic analyses of market issues, clients, and competitors...

  • Senior Investment Development Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Profusion Full time

    We are looking for a talented and experienced Senior Investor Relations Associate to join our team at Profusion in Australia.In this role, you will be responsible for supporting the business development team, including appointment setting and post-meeting fulfilment of materials/information.You will also assist with pitch materials, preparation of...

  • Senior Financial Manager

    2 months ago

    Melbourne, Victoria, Australia Airwallex Full time

    About AirwallexAirwallex is the only unified payments and financial platform for global businesses, offering a fully integrated solution to manage everything from business accounts, payments, spend management, and treasury to embedded finance at a global scale.Founded in Melbourne, we have a team of over 1,500 innovative people in tech located across more...

  • Portfolio Investment Manager

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    At Commonwealth Bank, we are seeking an experienced Portfolio Investment Manager to join our dynamic team. As a key member of our organization, you will play a crucial role in developing and implementing investment strategies for Ultra High Net Worth (UHNW) and High Net Worth (HNW) private clients.About the RoleThe Portfolio Investment Manager will...

  • Financial Crime Prevention Specialist

    1 month ago

    Melbourne, Victoria, Australia Bank of Queensland Full time

    With Bank of Queensland, you will be part of a leading financial institution in Australia, operating in a dynamic and rapidly growing environment. We are seeking a Senior AML Operations Analyst to join our Financial Crime Operations team.About the RoleWe are looking for a highly motivated and experienced professional with a passion for dealing with complex...

HNW Senior Financial Adviser

1 month ago

Melbourne, Victoria, Australia Grant Executive Search Full time
Top Tier Private Clients Group Opportunity

This esteemed private clients group boasts an impressive track record of delivering exceptional client service, despite challenging global financial market conditions. Their commitment to strong client values has enabled them to maintain excellent growth, making them a leading force in the industry.

As a seasoned Senior Wealth Adviser, you will have the privilege of managing a book of high net worth clients and providing holistic advice to add value to their long-term goals. With a proven background in working with HNW clients, you will be expected to provide strategic financial guidance and ongoing reviews to ensure their continued success.

The organization offers a well-established HNW client base, providing ample opportunities for growth and development. You will be encouraged to build on existing relationships and cultivate new alliances through their robust referral system. A supportive team of professionals will be at your side, facilitating your success and enabling you to thrive as a future leader within the company.

To succeed in this role, you must possess previous experience as a Senior Adviser working with HNW clients. Your exceptional communication skills, both written and verbal, will enable you to effectively manage key stakeholders and drive business growth. A degree qualification and Diploma of Financial Planning (1-8) or CFP are prerequisites for this position.

A competitive salary package, including a generous estimated $120,000 - $180,000 per annum, reflects the organization's commitment to attracting top talent. If you are ready to take the next step in your career and join a dynamic team, please submit your application via the Grant Executive Search website.