Senior Private Wealth Manager
12 hours ago
Drive growth in high-net-worth client acquisition, developing bespoke investment strategies tailored to each client's unique needs.
Collaborate with Senior Investment Directors to deliver comprehensive banking, wealth, and investment solutions that cater to the complex requirements of private clients.
This is a permanent opportunity with a leading financial institution, offering the chance to excel in private wealth management by leveraging expertise and skills in delivering exceptional client service.
To succeed, you will need:
- Proven experience building strong relationships with high-net-worth clients in the private banking sector.
- A successful track record of acquiring new clients and growing business through strategic partnerships and networking within the banking industry.
- Deep understanding of comprehensive banking, wealth, and investment solutions for private clients, including asset allocation, risk management, and portfolio optimization.
- Excellent collaboration and communication skills, enabling effective working across teams and business segments.
- Strong knowledge of regulatory requirements, including AML/KYC obligations and client due diligence, to ensure compliance and minimize risk.
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Senior Private Wealth Specialist
2 weeks ago
Melbourne, Victoria, Australia Robert Walters Full timeSenior Private Wealth Specialist (2045090/001) Melbourne, Australia Drive growth in high-net-worth (HNW) client acquisition.Collaborate with Global Investment Services Directors to deliver tailored investment solutions.Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need: Proven experience in building...
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Senior Private Wealth Specialist
3 weeks ago
Melbourne, Victoria, Australia Robert Walters Full timeSenior Private Wealth Specialist (2045090/001) Melbourne, AustraliaDrive growth in high-net-worth (HNW) client acquisition.Collaborate with Global Investment Services Directors to deliver tailored investment solutions.Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need:Proven experience in building...
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Private Wealth Consultant
2 days ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $200,000Job OverviewThe role of a Private Wealth Specialist involves developing and maintaining strong relationships with high-net-worth clients, while also identifying new business opportunities to drive growth.Key ResponsibilitiesCollaborate with senior investment experts to deliver tailored wealth management solutions that meet the unique needs of private...
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Private Wealth Expert
2 days ago
Melbourne, Victoria, Australia beBeePrivateWealth Full time $120,000 - $180,000Key Role: Private Wealth ExpertWe seek an accomplished professional to spearhead high-net-worth client acquisition, collaborating with senior directors to deliver bespoke investment solutions.Main Responsibilities:BUILD STRONG CLIENT RELATIONSHIPS IN THE HNW/UHNW SECTORAQUIRE NEW BUSINESS AND DEVELOP EXISTING ACCOUNTSDELIVER HOLISTIC BANKING, WEALTH, AND...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Group Full timeJoin to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicants Join to apply for the Private Wealth Adviser role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Group Full timeJoin to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicantsJoin to apply for the Private Wealth Adviser role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Group Full timeJoin to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicantsJoin to apply for the Private Wealth Adviser role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Private Wealth Adviser
3 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Private Wealth Adviser
3 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
