Senior Wealth Strategist
2 days ago
We 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 Responsibilities- Manage and service an existing book of high-net-worth clients
- Provide holistic and detailed strategic solutions for their financial well-being
- Collaborate with the broader Equity Trustees division to provide impactful client outcomes
- Minimum 5 years experience as a Financial Planner in the Australian market
- Proven expertise in investment strategies, estate planning, superannuation, and retirement planning
- Strong compliance knowledge around legislative and regulatory requirements
- Strong organisational and prioritisation skills to manage multiple client relationships
- FASEA-approved qualifications
- An attractive remuneration package, including a salary of AU$120,000 - AU$150,000 per annum, depending on experience
- A flexible and hybrid working environment that allows for work-life balance
- Ongoing professional development opportunities to enhance your skills and career progression
- The chance to be part of a dynamic and supportive team dedicated to delivering exceptional client experiences
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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...
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Expert Wealth Strategist
5 hours ago
Melbourne, Victoria, Australia Equity Trustees Full timeAt 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...
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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...
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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,...
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Senior IT Strategist
3 weeks ago
Melbourne, Victoria, Australia Logicalis Australia Pty Ltd Full timeKey Responsibilities:The Senior IT Strategist will play a pivotal role within Logicalis' Consulting & Advisory Practice, focusing on scoping, selling, and delivering consulting engagements. These engagements span strategies, roadmaps, and assessments across various technologies, including whole of business IT Strategies as well as specific engagements around...
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Senior Wealth Management Consultant
3 weeks ago
Melbourne, Victoria, Australia Grant Executive Search Full timeSenior Wealth AdviserThis prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic...
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Senior HR Strategist
3 weeks ago
Melbourne, Victoria, Australia Michael Page Full timeJob Title: Senior HR StrategistAt Michael Page, we are seeking a Senior HR Strategist to join our team. As a Senior HR Strategist, you will be responsible for developing and implementing HR policies and procedures that align with our company goals.Key Responsibilities:Develop and implement HR policies and procedures in line with company goals.Ensure...
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Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob DescriptionWe are seeking a Senior Operations Coordinator to join our Wealth Management team in Melbourne. This is an exciting opportunity to work with a leading global wealth management firm and be part of their dynamic Transaction Services operations team.
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Senior Pricing Strategist
4 hours ago
Melbourne, Victoria, Australia Allens Operations Pty Ltd Full timeAbout the RoleWe are seeking a skilled Senior Pricing Strategist to join our Pricing & Practice Economics Team at Allens Operations Pty Ltd. As a key member of our team, you will play a vital role in supporting our business teams with pricing and negotiation strategies.
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Senior Communications Strategist
6 days ago
Melbourne, Victoria, Australia FourQuarters Recruitment Full timeJob Title:Senior Communications StrategistOverview:We are seeking a Senior Communications Strategist to join our dynamic team at FourQuarters Recruitment. This is an exciting opportunity for a highly skilled communications professional to shape the organisation's communications strategies, take ownership of key projects, and bring new ideas to the table.Key...
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Senior Financial Strategist
23 hours ago
Melbourne, Victoria, Australia AFL Australia Full timeFinancial Leadership Opportunity with AFL AustraliaAFL Australia is seeking a seasoned financial strategist to lead our finance team and drive business growth.About the RoleThe Senior Financial Strategist will be responsible for developing and implementing financial strategies that align with our organization's goals, ensuring sustainable growth and...
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Senior Media Strategist
23 hours ago
Melbourne, Victoria, Australia Wavemaker Full timeWe are seeking an exceptional Senior Media Strategist to join our team at Wavemaker.As a Senior Media Strategist, you will be responsible for providing expert leadership in the application of the Agency Planning Process and tools. You will develop and execute strategic work that delivers business results for your clients and those of your direct reports.You...
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Digital Marketing Strategist
4 hours ago
Melbourne, Victoria, Australia Grant Executive Search Full timeAs a leading recruitment agency, Grant Executive Search is committed to building a high-performance culture that fosters individual career growth. To support this vision, we are seeking a skilled Digital Marketing Strategist to join our client's marketing leadership team.About the RoleDevelop and execute market-leading digital marketing campaigns aligned...
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Senior Financial Strategist
4 days ago
Melbourne, Victoria, Australia Aequalis Consulting (Finance & Accounting) Full timeAequalis Consulting, a leading Finance & Accounting firm, is seeking an experienced Senior Financial Strategist to join their team in Melbourne.As a Senior Financial Strategist, you will play a crucial role in shaping the financial future of our clients. You will work closely with senior leaders and CFOs to develop and implement financial strategies that...
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Senior Financial Strategist
2 weeks ago
Melbourne, Victoria, Australia Goldman Sachs Full timeJob DescriptionWe are seeking a skilled Senior Financial Strategist to join our team at Goldman Sachs.About the RoleThis is an exciting opportunity to work on some of the most complex financial challenges and transactions in the market today. As a Senior Financial Strategist, you will be part of a dynamic team that advises clients on mergers, acquisitions,...
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Senior Donor Engagement Strategist
1 week ago
Melbourne, Victoria, Australia World Vision Full timeRole OverviewAs a Senior Donor Engagement Strategist at World Vision, you will play a pivotal role in supporting the development, planning, and operations of our major gifts programs.
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Senior Policy Strategist
1 week ago
Melbourne, Victoria, Australia Hudson Australia Full timeJob SummaryWe are seeking an experienced Senior Policy Strategist to join our team at Hudson Australia.About the RoleThis is a short-term assignment opportunity for a duration of up to 3 months based in Melbourne CBD with an immediate start. As the Senior Policy Strategist, you will work collaboratively across the division to lead and implement new policy,...
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Senior CRM Strategist
1 week ago
Melbourne, Victoria, Australia Sportsbet Full timeWe are seeking a Senior CRM Strategist to play a pivotal role in shaping strategic CRM initiatives that enhance customer engagement and drive business growth.At Sportsbet, we pride ourselves on being a leading Australian e-commerce business in the online wagering sector. With over 1,300 team members, we're part of the Flutter Group, a true global player.The...
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Senior Communications Strategist
7 days ago
Melbourne, Victoria, Australia Yarra City Council Full timeJob Title: Senior Communications StrategistAbout the Role:We are seeking a highly skilled and experienced Senior Communications Strategist to lead our strategic communications portfolio. As an integral member of our team, you will play a key role in designing, delivering and evaluating communications strategies that help us engage our key audiences, enhance...
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Senior Policy Strategist
1 month ago
Melbourne, Victoria, Australia Flexhive Full timeAbout the RoleWe are seeking a highly skilled Senior Policy Strategist to join our team in Melbourne. As a key member of our Heavy Vehicle Reform team, you will play a critical role in developing and supporting the delivery of national law reforms to ensure safe, sustainable, and productive heavy vehicle and freight transport operations in Australia.Key...