Expert Wealth Strategist
4 hours ago
At Equity Trustees, we are seeking a skilled Expert Wealth Strategist to join our team in Melbourne and Regional VIC.
About the RoleThis is an exciting opportunity to leverage your expertise in wealth management and deliver bespoke strategies to high-net-worth clients. As an Expert Wealth Strategist, you will manage existing client portfolios, which include direct equities, managed funds, and exchange-traded funds. Your primary goal will be to build trusting relationships with clients, providing exceptional service and ensuring their financial goals are met.
You will:
- Manage and service a book of high-net-worth clients
- Develop and implement comprehensive wealth strategies tailored to individual client needs
- Collaborate with the broader Equity Trustees division to achieve impactful client outcomes
To succeed in this role, you will need:
- A minimum of 5 years' experience as a Financial Planner
- Excellent communication and interpersonal skills
- Proven expertise in investment strategies, estate planning, superannuation, retirement planning, and tax-effective approaches
- FASEA-approved qualifications
We offer a dynamic work environment, attractive remuneration package, and opportunities for professional growth and development. Our employees enjoy:
- An attractive salary range of AU$120,000 - AU$180,000 per annum, depending on experience
- Ongoing training and support to enhance your skills and knowledge
- A flexible working environment that balances work-life balance and productivity
- The chance to make a positive impact on the community through our workplace volunteering and giving program
-
Senior Wealth Strategist
2 weeks ago
Melbourne, Victoria, Australia Dodgshun Medlin Full timeYou're a seasoned professional seeking a role that leverages your expertise in wealth strategies and agronomy. This position at Dodgshun Medlin offers the perfect blend of challenge and opportunity, allowing you to drive results for clients from diverse backgrounds. Company Overview Dodgshun Medlin is a leading provider of rural enterprise and wealth...
-
Senior Wealth Strategist
1 week ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeJob DescriptionWe are seeking an experienced Senior Wealth Strategist to join our dynamic team at Click and Connect Online Limited in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis is a senior-level position that requires a proven...
-
Senior Wealth Strategist
2 days ago
Melbourne, Victoria, Australia Equity Trustees Full timeAbout the RoleWe are seeking an experienced Senior Wealth Strategist to join our team as a Private Client Adviser. In this role, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.Main ResponsibilitiesManage and service an existing book of high-net-worth clientsProvide holistic and detailed...
-
Private Wealth Onboarding Expert
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeWealth Management jobs in Melbourne, SydneyAre you an experienced Private Banking & Wealth Management professional looking for a new challenge? Our client is a leading Private Wealth Manager seeking an expert to join their team as a Client Onboarding / KYC specialist.This position lies with the Account Management Team, responsible for ensuring that Know Your...
-
Expert Portfolio Strategist
3 hours ago
Melbourne, Victoria, Australia HESTA Super Fund Full timeAbout the RoleAt HESTA Super Fund, we're dedicated to helping Australians achieve their retirement goals. As an Expert Portfolio Strategist, you'll play a critical role in supporting our portfolio construction and risk team to conduct research and modelling that informs recommendations on medium-term and long-term strategic asset allocations.
-
Senior Wealth Strategist
1 month ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeRole OverviewClick and Connect Online Limited is seeking a highly skilled and experienced Wealth Manager to join our team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key ResponsibilitiesDevelop and manage a portfolio of high-net-worth clients,...
-
Email Marketing Strategist
2 weeks ago
Melbourne, Victoria, Australia LION Digital Full timeAbout the RoleLION Digital is seeking a highly skilled Email Marketing Strategist to join our team as an Ecommerce Expert. In this role, you will be responsible for creating revenue-generating email campaigns and marketing automation strategies for B2C and DTC ecommerce brands.
-
Expert Asset Allocation Strategist
7 days ago
Melbourne, Victoria, Australia 2901 Charles River Development Inc Australia Branch Full timeAbout the RoleWe are seeking an experienced Expert Asset Allocation Strategist to join our team at State Street Corporation.Job SummaryThis is a key position within our organization, responsible for applying detailed knowledge of business requirements and workflows to assist in product development. The successful candidate will research and produce business...
-
Elite Client Wealth Strategist
2 days ago
Melbourne, Victoria, Australia Equity Trustees Full timeRole OverviewA highly rewarding career opportunity exists for an experienced Private Client Adviser to join our esteemed team at Equity Trustees, a leading specialist trustee company in Australia.This role is designed for a skilled professional who can deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and...
-
Marketing Strategist
6 days ago
Melbourne, Victoria, Australia Inapps Technology Co. Full timeJob Title:Marketing Strategist - IT Staff Augmentation ExpertAbout InApps Technology Co.We are a leading software development solutions provider, recognized globally for our innovative and customer-centric approach. Our company specializes in custom software development, IT staff augmentation, and BPO services.Salary and BenefitsThe salary for this position...
-
Expert HR Strategist
23 hours ago
Melbourne, Victoria, Australia AIA Full timeAIA is committed to helping people live healthier, longer, better lives. As a Senior People Advisor, you will play a vital role in making this vision a reality.About the RoleThis is an exciting opportunity for an experienced HR professional to join our dedicated team on a max term contract. You will be partnering with a HRBP to support an aligned client...
-
Expert Claims Strategist
4 days ago
Melbourne, Victoria, Australia Gallagher Bassett Full timeCompany OverviewGallagher Bassett is a leading provider of claims management services, dedicated to delivering exceptional results for our clients and their claimants. Our team is passionate about making a positive impact in the lives of others, and we're committed to building a culture that values collaboration, innovation, and excellence.About the...
-
Digital Marketing Strategist
7 days ago
Melbourne, Victoria, Australia The Search Firm Full timeJob Title: Digital Marketing Strategist - E-commerce Growth ExpertWe are seeking a seasoned Digital Marketing Strategist to join our team at The Search Firm. This is a crucial opportunity to shape and execute the e-commerce strategy of an established apparel, gift, and lifestyle brand.About the RoleDevelop an effective digital marketing strategy and tactical...
-
Expert Workplace Relations Strategist
2 weeks ago
Melbourne, Victoria, Australia The Next Step Full timeCompany OverviewThe Organisation is committed to keeping Victorians safe through expert rescue services and education.Your RoleWe are seeking an Expert Workplace Relations Strategist to provide expert advice and guidance on employee and industrial relations matters, enabling organisational success.Build and maintain trusted working relationships with key...
-
Digital Marketing Strategist
1 week ago
Melbourne, Victoria, Australia Carsales Full timeUnlock Your Career Potential as a Digital Marketing StrategistWe are seeking an exceptional Digital Marketing Strategist to join our team, responsible for elevating and growing our online visibility through cutting-edge SEO strategies. This role offers a fantastic opportunity to work with a highly engaged and high-performing team in a dynamic environment.
-
Cyber Security Strategist
4 weeks ago
Melbourne, Victoria, Australia Suncorp Group Full timeAbout the CompanySuncorp Group is a leading Australian financial services company that operates in multiple industries including insurance, banking, and wealth management. With a strong presence in Australia and New Zealand, Suncorp Group is committed to providing innovative solutions to its customers and making a positive impact on the communities it...
-
Digital Marketing Strategist
23 hours ago
Melbourne, Victoria, Australia Snaphunt Full timeJob Title: Digital Marketing Strategist - Performance Media ExpertWe are seeking a highly skilled Digital Marketing Strategist - Performance Media Expert to join our team at Snaphunt.About the JobThe ideal candidate will have a proven track record of delivering exceptional results in performance marketing, with a focus on Search advertising for LION clients....
-
Expert Power Transformer Strategist
2 weeks ago
Melbourne, Victoria, Australia Michael Page Full timeAbout the RoleWe are seeking an expert power transformer strategist to join our team at Michael Page.Key Responsibilities:Provide technical expertise associated with power and instrument transformers, covering all voltage levels from 66 kV and below.Offer expert input on asset management strategies and philosophies.Contribute towards maintenance policies and...
-
Executive Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia Woods & Co Recruitment Full timeCompany OverviewWe are a boutique wealth management firm in South Yarra, specialising in providing expert financial planning services to high-net-worth individuals.About the RoleWe are seeking an experienced Executive Wealth Manager to join our team. As a key member of our client service team, you will be responsible for developing and implementing...
-
Safety Expert
3 weeks ago
Melbourne, Victoria, Australia Bupa Full timeUnlock Your Potential in a Thriving IndustryAre you a dedicated professional looking to leverage your skills in workplace health and safety? Bupa is seeking an experienced Safety Expert - WHS Strategist to join our team. This exciting role offers the opportunity to make a real difference in the lives of our customers while driving business growth.About the...