Wealth Management Professional

2 weeks ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Wealth Management

We are seeking a highly motivated and organized Wealth Management professional to join our team at Anton Murray Consulting. As a Wealth Management professional, you will be responsible for providing exceptional client service and support to our clients in the Sydney area.

Key Responsibilities:
  • Assist in the development and implementation of financial advice and investment proposals
  • Provide superior client service and support to existing clients
  • Maintain up-to-date knowledge of current relevant legislation and industry standards
  • Identify opportunities for process improvement within the business
  • Manage client relationships and communication processes
  • Provide efficient and broad administration support to the Investment/Financial Advisory team
Requirements:
  • 3+ years relevant experience in equity markets, operations, or client services
  • Degree Qualified within a Banking related discipline
  • RG 146 (ideally)

We offer a dynamic and supportive work environment, competitive salary, and opportunities for professional growth and development. If you are a motivated and organized individual with a passion for Wealth Management, we encourage you to apply for this exciting opportunity.



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