Private Wealth Senior Manager
7 days ago
This role offers an exciting opportunity to join our research team as a Senior Manager in Private Wealth. The successful candidate will be responsible for overseeing the research related matters and deliverables, including investment insight reports and thought leadership.
- Prepare comprehensive papers summarising findings, analyses, and recommendations regarding investment funds and asset class reviews.
- Manage stakeholder engagement, coordinating meeting schedules and attending meetings with fund managers and research consultants.
- Contribute to due diligence on potential investment opportunities in public and private markets.
You will have consistently delivered high-quality results in your previous roles, working independently and collaboratively in fast-paced environments. You possess excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.
We are seeking someone with extensive experience in investment research, preferably within investment research houses. You should have high attention to detail and strong organisational skills, upholding the highest standards of regulatory compliance and ethical conduct.
About the OpportunityThis role provides a unique chance to work with experienced professionals in a client-centric environment. You will have flexible work options and be part of a human-led, tech-powered community of solvers.
We believe that diverse perspectives are necessary for solving complex problems. We are committed to fostering a workplace where everyone feels valued to thrive.
-
Senior Private Wealth Specialist
2 weeks ago
Melbourne, Victoria, Australia Robert Walters Full timeSenior Private Wealth Specialist /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 deep client...
-
Senior Private Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia beBeeSuperannuation Full time $100,000 - $140,000Expert SMSF Manager RequiredWe are seeking an experienced manager to shape the future of our private wealth and superannuation team.You will be responsible for a portfolio of self-managed super funds (SMSFs) for iconic families, high net worth individuals, and private enterprises. This includes providing expert advice on all SMSF-related matters, confidently...
-
Private Wealth Strategist
7 days ago
Melbourne, Victoria, Australia beBeeSpecialist Full time $120,000 - $160,000High-net-worth clients seek tailored financial solutions from our Private Banking team. As a Senior Private Wealth Specialist, you will cultivate and expand relationships with existing and new clients through the growth of their portfolios.Our comprehensive offering is designed around each client's goals and backed by the financial resources of one of the...
-
Private Wealth Adviser
4 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...
-
Private Wealth Development Expert
2 weeks ago
Melbourne, Victoria, Australia beBeeExpertise Full time $100,000 - $150,000Role OverviewA key role has become available in our leading financial institution for a Senior Private Wealth Specialist.Key Responsibilities:Drive growth in high-net-worth client acquisition through the development and execution of effective business strategies.Collaborate with Global Investment Services Directors to deliver tailored investment solutions...
-
Private Wealth Manager
3 days ago
Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000Unlock Your PotentialCreate a brighter future with a fulfilling role in wealth management.You'll be at the heart of our Private Bank, partnering with successful individuals to deliver bespoke banking and wealth solutions. With a sharp focus on high-net-worth clients, you'll grow and manage a portfolio of affluent customers, offering insights and...
-
Private Wealth Management Consultant
7 days ago
Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000Unlock a great opportunity to build a career in private wealth and play a key role in supporting the day-to-day needs of high net worth (HNW) clients.About This RoleWe strive to create enduring partnerships with a deep understanding of banking and wealth needs, enabling us to provide a truly compelling financial service. Our goal is to deliver clients...
-
Melbourne, Victoria, Australia beBeePrivateWealth Full time $100,000 - $140,000Job TitleJoin our team to apply for a leading role in private wealth and superannuation management.">About the Role:We are seeking an experienced Manager/Senior Manager to help shape the future of our Private Wealth, Superannuation (SMSF) team. The ideal candidate will have expertise in SMSF-related matters and a strong understanding of the evolving...
-
Private Wealth Advisor
2 weeks ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $250,000Unlock Your Potential as a Wealth Management ProfessionalAt our esteemed institution, we invite talented individuals to embark on a rewarding career in wealth management. As a Private Wealth Advisor, you will play a pivotal role in empowering clients to achieve their financial objectives.Our team thrives on a collaborative environment, where innovative...
-
Melbourne, Victoria, Australia ANZ Banking Group Limited Full time $80,000 - $120,000 per yearAbout Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers About the Role The purpose of the Private Wealth Associate, your role is to support the efficient and effective delivery of complex advice solutions to ultra high net worth...
