Executive Wealth Manager

Senior 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...

Job Title: Wealth Management SpecialistAbout the Role: We are seeking a skilled Wealth Management Specialist to join our team at Anton Murray Consulting. As a Wealth Management Specialist, you will be responsible for managing client accounts, maintaining data integrity, and ensuring excellent service for internal and external clients.Key...

Top Tier Private Clients Group OpportunityThis organisation is one of Australia's leading private clients groups, with a strong track record of exceptional client service delivery. They pride themselves on their client values and continue to experience growth despite challenging global financial market conditions.As a Senior Wealth Adviser, your challenge...

Job Title: Wealth Management ProfessionalWe are seeking a skilled Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our client services team, you will play a vital role in managing client accounts and ensuring seamless project execution.Key Responsibilities:Ensure daily processes and SLAs are met within applicable...

A prestigious wealth management firm based in Melbourne is seeking a highly skilled Financial Operations Specialist to join their team. This permanent position offers an estimated annual salary of $80,000 - $110,000, depending on experience.Company OverviewAnton Murray Consulting is a leading recruitment agency specializing in the financial services sector....

Job Title: Wealth ManagerAt Independent Resourcing Consultancy Ltd, we are seeking a highly motivated and experienced Wealth Manager to join our team in Melbourne, Australia.About the Role:We are looking for a skilled and results-driven Wealth Manager to provide tailored financial advice and wealth management solutions to high-net-worth individuals and...

We are seeking a highly skilled Wealth Management Professional to join our team at Woods & Co Recruitment. This is an exceptional opportunity for a senior financial planner to take on a leadership role in a boutique firm specialising in wealth management and retirement planning.The ideal candidate will have a minimum of 5 years of experience as a financial...

Company Overview:As a reputable recruitment agency, Grant Executive Search is dedicated to connecting talented professionals with leading organisations in the industry. With a strong track record of success, we are proud to present an exciting opportunity for a skilled Senior Wealth Adviser to join our client's Top Tier Private Clients Group.Salary and...

Role SummaryWe are seeking a highly skilled Private Wealth Specialist to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.Key ResponsibilitiesReconcile client investment data across systems.Reconstruct clients' cost...

Company OverviewBenneaux is a leading provider of investment opportunities, leveraging a portfolio of pooled funds and a vast network of investment managers and products to deliver exceptional results.The company's commitment to creating enduring prosperity for its clients has been a hallmark of its success over 75 years in Australia and overseas.Salary and...

At Goldman Sachs, we help our clients reach their financial goals through our expertise in asset and wealth management. Our Private Wealth Advisors (PWAs) serve as trusted advisors to high net worth individuals and families, corporate executives, entrepreneurs, and select institutions.Your ImpactLeverage your unique background and experiences to build a...

Key ResponsibilitiesAct as liaison between dealing desk, internal departments, external organisations, service agents, and clients.Answer all incoming client calls and respond to client queries via email.Process and execute trades.Manage bulk transactions.Prepare comprehensive reports for client meetings including financial summaries, portfolio performance,...

As a Senior Associate Adviser at Shadforth, you will play a pivotal role in delivering exceptional client service and driving business growth. Located in Ballarat, this position offers a unique opportunity to work with experienced Private Wealth Advisers and contribute to a team culture that values people.About the RoleYou will be responsible for managing...

**About the Role**Click and Connect Online Limited is seeking an experienced and highly motivated Wealth Manager to join its dynamic team. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.**Key Responsibilities**Develop and manage a portfolio of high-net-worth clients,...

Job 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.

Job 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...

Unlock Career Advancement in Estate Planning and Wealth ManagementWe are seeking exceptional lawyers to join our client base, with opportunities available across various firms. Our clients operate at the national level, offering a diverse range of estate planning and wealth management roles.About the RolesRole 1: Associate Position at a Leading Australian...

Job OverviewAn exciting opportunity has arisen for an experienced Operations Specialist to join our team in Melbourne, supporting the Transaction Services operations team of a leading global wealth management firm.

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...

Wealth 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...