Career Opportunities for Financial Professionals
2 days ago
We are seeking a highly skilled and motivated Financial Advisor to join our team at deVere Australia. As a key member of our Wealth Management Services department, you will be responsible for building strong relationships with clients and providing tailored investment advisory services to meet their needs.
Key Responsibilities- Develop and maintain a portfolio of high net worth clients, providing personalized financial planning and investment advice.
- Conduct thorough client reviews to identify their financial goals and objectives, and develop customized solutions to achieve those goals.
- Stay up-to-date with market trends and regulatory changes, and communicate those changes to clients in a clear and concise manner.
- Analyse complex financial data and provide recommendations to clients based on that analysis.
- A degree in finance or a related field, or equivalent experience in the financial industry.
- Proven track record of success in wealth management or a related field.
- Strong communication and interpersonal skills, with the ability to build trust with clients.
- Ability to work independently and as part of a team, with a high level of attention to detail.
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Banking and Finance Career Opportunity
6 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeAre you looking for a challenging and rewarding career opportunity in banking and finance? We are seeking a talented Loss Mitigation Officer to join our team at Liberty Financial Pty Ltd.About the RoleThis role involves working with clients to resolve financial hardship and provide tailored solutions. The successful candidate will have excellent...
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Liberty Financial Career Development
6 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeDo you have a passion for helping others and a desire to make a difference in your career? We are seeking a dedicated and organized Loss Mitigation Officer to join our team at Liberty Financial Pty Ltd.About the RoleIn this role, you will work with clients to resolve financial hardship and provide tailored solutions. The successful candidate will have...
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Financial Services Professional
6 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeAt Liberty Financial Pty Ltd, we are seeking a skilled Loss Mitigation Officer to join our team. This role is ideal for business, banking, or finance graduates who are passionate about helping customers and making a difference.About the JobThe successful candidate will work with clients to assist and resolve financial hardship, assessing requests for...
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Graduate Career Opportunities in Banking
6 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeJob Category: Banking and Financial Services, Call Centre and Customer ServiceAbout Liberty Financial Pty Ltd:We strive to create a culture that empowers our employees to grow and develop in their careers. Our team is passionate about delivering exceptional customer experiences and making a positive impact on our customers' lives.Job DescriptionThe Role:We...
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Senior Financial Planning and Analysis Professional
21 hours ago
Melbourne, Victoria, Australia Bevel Financial Full timeBevel Financial is a multinational dairy processor with a longstanding history of excellence. We're a talented and caring team committed to upholding our tradition of care, quality, and passion through food. Our employees are dedicated to fostering an environment where we can all make contributions that matter.We're currently seeking an experienced Senior...
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Financial Services Professional
23 hours ago
Melbourne, Victoria, Australia Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life Full timeJoin us at Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life, where we offer a unique opportunity for a Financial Services Professional to excel in a dynamic and supportive environment.Job OverviewThis entry-level role involves working closely with clients to understand their financial needs and provide expert...
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Banking and Finance Career Opportunity
2 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeAbout the RoleThe Loss Mitigation Officer role works closely with clients to assess requests for assistance and provide tailored solutions to resolve financial hardship.This position requires strong communication skills, empathy, and accountability to manage client portfolios effectively.Key responsibilities include managing client accounts, developing...
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Personal Financial Planning Specialist
2 days ago
Melbourne, Victoria, Australia Forbes Fava Financial Planning Full timeYour Career DevelopmentWe offer opportunities for professional growth and development, allowing you to advance your career in financial planning and deliver exceptional client service. As a Client Relationship Manager / Associate Adviser, you will have the chance to make a meaningful impact on clients' lives and develop your technical knowledge and advisory...
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Entrepreneurial Career Opportunities
6 days ago
Melbourne, Victoria, Australia Jobsoid Inc. Full timeElevate Your Career as a Remote Business Development ManagerWe are seeking experienced Team Leaders who are looking for a career change that offers more freedom, flexibility, and financial growth. If you have strong leadership, coaching, and mentoring skills, this could be the perfect opportunity for you to apply your expertise in a new way. As a Remote...
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Credit Management Professional
4 days ago
Melbourne, Victoria, Australia Financial Staffing Solutions Full timeWe are seeking a Credit Management Professional to join our team at Financial Staffing Solutions. The successful candidate will be responsible for managing the company's credit operations and ensuring effective credit management practices.Main Responsibilities:Developing and implementing credit policies and proceduresManaging credit risk and mitigating...
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Career Advancement Opportunities in Finance
1 hour ago
Melbourne, Victoria, Australia UFinancial Full timeAre you looking for a challenging and rewarding career in finance? As a senior financial services professional at Ufinancial, you'll have the opportunity to work with a diverse range of clients and develop your skills in financial planning and analysis.About the RoleProvide expert financial guidance to clients, including investment and retirement...
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Financial Collection Specialist
4 days ago
Melbourne, Victoria, Australia Financial Staffing Solutions Full timeFinancial Staffing Solutions is seeking a highly skilled Financial Collection Specialist to support its sales and finance team. Reporting to the Credit Manager, you will play a vital role in the cash-flow of the business, ensuring credit given to customers is monitored and controlled effectively.Main Responsibilities:Chasing outstanding invoices via...
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Financial Services Coordinator
6 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeJob Category: Banking and Financial Services, Call Centre and Customer ServiceAbout Liberty Financial Pty Ltd:We are a dynamic organization dedicated to helping people achieve their financial goals. Our team of passionate professionals is committed to delivering exceptional customer experiences.Job DescriptionThe Opportunity:We are seeking a talented...
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Financial Services Career Advisor
27 minutes ago
Melbourne, Victoria, Australia Fuse Recruitment Full timeFuse Recruitment is a reputable Melbourne-based company seeking a skilled Financial Services Career Advisor to join our Insurance & Wealth Management division.This is an exciting opportunity for a dedicated professional to develop their career in Recruitment, working with a talented team and accessing cutting-edge recruitment technologies and innovative...
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Financial Services Career
6 days ago
Melbourne, Victoria, Australia deVere Australia Full timeWealth Management RoleJoin our team as a Financial Advisor and play a key role in helping high net worth individuals and families achieve their financial goals.As a Financial Advisor, you will be responsible for building strong relationships with clients, identifying opportunities to grow their assets under management, and providing tailored advice to meet...
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Melbourne, Victoria, Australia Frontier Financial Group Full timeQualifications and ExperienceTo be successful in this role, you will require:Experience working within a similar role in a financial services companyExcellent communication and organisational skillsA solid understanding of financial planning advice strategiesOutstanding systems, time management, and attention to detailYou will also need to possess a passion...
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Financial Services Advisor
2 days ago
Melbourne, Victoria, Australia Forbes Fava Financial Planning Full timeAbout UsForbes Fava Financial Planning is a dynamic and client-focused financial planning firm committed to delivering tailored financial solutions that help our clients achieve their financial goals. We pride ourselves on building long-term relationships and providing expert financial advice with integrity and professionalism.We are seeking highly motivated...
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Financial Planning and Analysis Manager
20 hours ago
Melbourne, Victoria, Australia Bevel Financial Full timeAt Bevel Financial, we're a values-led company committed to providing secure, supportive, and flexible working environments. We believe in allowing everyone to grow in their own way.We're currently looking for a Financial Planning and Analysis Manager to join our team in Southbank. As a key member of our Finance department, you'll be responsible for...
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Financial Services Career Opportunity
5 days ago
Melbourne, Victoria, Australia Australia and New Zealand Banking Group Limited Full timeAbout the Career PathThis is a fantastic opportunity to join our team as a Home & Investment Lending Manager and start your career in residential lending and retail banking. As a member of our team, you will have the chance to develop your skills and expertise, work closely with customers, and contribute to our growth. We offer a range of benefits, including...
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Financial Controller Specialist
4 days ago
Melbourne, Victoria, Australia Financial Staffing Solutions Full timeFinancial Staffing Solutions seeks a Financial Controller Specialist to support its sales and finance team. Reporting to the Credit Manager, you will be responsible for chasing outstanding invoices and play a vital role in the company's cash-flow.Key Responsibilities:Chasing debt by telephone and emailAllocating payments in accordance with customer...