Wealth Advisory Business Analyst

3 weeks ago

Sydney, New South Wales, Australia William Buck Nsw Full time

About William Buck NSW:

We're a leading Australian Accounting firm recognised for our expertise in mid-tier financial services. With over 100 Partners and 1000 team members across Australia and New Zealand, we're committed to excellence in everything we do.

Our core values revolve around 'Changing Lives' across our clients, colleagues, and community.

About this Opportunity:

As a key member of our Wealth Advisory team, you'll work closely with Senior Advisors and Partners to develop tailored advice solutions for high-net-worth families, business owners, and executives.

This is an exceptional chance to grow your career in a dynamic environment with opportunities to develop your skills, mentorship, and continuous learning.

Your Responsibilities:

  • Contribute to client meetings and establish strong relationships with clients.
  • Develop and produce sophisticated advice documents in collaboration with Senior Advisors and Partners.
  • Investment analysis, portfolio construction, and management to deliver exceptional client outcomes.
  • Strategic input to client review documents and implementation of recommendations.
  • Deliver high-quality client service, including portfolio trading and research.
  • Work with a collaborative team to drive business growth and excellence.

About You:

  • A degree in Commerce, Economics, or a related field is preferred.
  • 1-2+ years of experience in financial planning, advice, or a related field is advantageous.
  • Excellent communication, problem-solving, and analytical skills are essential.
  • Strong technical skills, including Word, Excel, and analytical tools.
  • A passion for delivering exceptional client service and a collaborative mindset.

What We Offer:

  • A dynamic, collegiate culture with opportunities for growth and development.
  • Flexible working arrangements to balance work and personal responsibilities.
  • Career enhancement programs, including professional development and mentorship.
  • Extensive training and support for your career advancement.
  • A competitive salary and benefits package.
  • A chance to work on high-profile projects and collaborate with experienced professionals.

  • Wealth Advisory Graduate

    1 month ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    Unlock Your Potential in Wealth AdvisoryWe are committed to empowering our clients, colleagues, and community through our work, and we're looking for talented graduates to join our team.As a Wealth Advisory Graduate, you'll be at the forefront of client relationships, attending regular meetings and developing your skills in portfolio management, investment...

  • Wealth Management Business Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management Business AnalystJob Summary: We are seeking an experienced Business Analyst to join our Wealth Management team. The successful candidate will have a strong background in project management and/or product development, with a focus on wealth management.Key Responsibilities:Facilitate the development of strategic and tactical...

  • Wealth Advisory Graduate

    4 weeks ago

    Sydney, New South Wales, Australia William Buck Full time

    Are you looking for a career that will challenge you and help you grow professionally? At William Buck, we offer a unique opportunity to join our Wealth Advisory team as a Graduate Wealth Manager.As a Graduate Wealth Manager, you will work closely with our experienced Advisors to develop your skills and knowledge in financial planning and wealth management....

  • Wealth Advisory Graduate Opportunity

    18 hours ago

    Sydney, New South Wales, Australia William Buck Full time

    Unlock a Rewarding Career in Wealth AdvisoryAre you a recent university graduate eager to launch your career in financial services? We're seeking a talented and ambitious individual to join our team as a Wealth Advisory Graduate. As a key member of our team, you'll have the opportunity to work closely with experienced Directors and Senior Advisors,...

  • Wealth Advisory Career Starter

    1 week ago

    Sydney, New South Wales, Australia William Buck Full time

    Wealth Advisory Role at William BuckAre you a recent university graduate eager to launch your career in financial services? If so, we invite you to explore our Wealth Advisory role at William Buck, where you'll have the opportunity to work with and be mentored by one of Australia's leading Advisors.About the Role:As a key member of our team, you will be...

  • Business Advisory Manager

    5 days ago

    Sydney, New South Wales, Australia Pitcher Partners Full time

    About UsPitcher Partners Sydney is a leading Professional Chartered Accounting firm located in the heart of the CBD, part of a network of independent firms working together to enable growth and ambition for our clients and people.The RoleThis vacancy is for an enthusiastic and driven Business Advisory Manager to join our Private Business Family Advisory...

  • Senior Transformation Consultant

    2 days ago

    Sydney, New South Wales, Australia LIMELIGHT PEOPLE Full time

    LIMELIGHT PEOPLE is a renowned software wealth management firm with a strong international presence and a leader in the field. We specialize in delivering bespoke financial solutions, wealth advisory, investment management, and leading-edge financial technologies.About the CompanyOur close-knit, innovative team drives transformation in the financial sector....

  • Wealth Management Business Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryWe are seeking a highly skilled Business Analyst to join our Project Team within the Wealth Management division. The ideal candidate will possess comprehensive knowledge of private banking products and operations, as well as strong business analysis skills.Key ResponsibilitiesDevelop strategic and tactical solutions to achieve business...

  • Senior Wealth Management Business Analyst

    2 weeks ago

    Sydney, New South Wales, Australia LIMELIGHT PEOPLE Full time

    About the RoleLimelight People is seeking a dynamic Business Analyst with strong change and transformation experience to join their team. Reporting to the Head of Delivery, you will drive key transformation projects, automating finance processes and implementing new products. Your role will ensure end-to-end process improvements and strategic alignment,...

  • Data Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Data Analyst - Wealth ManagementLocation: SydneyWealth management firms require skilled data analysts to support their operations. As a data analyst in this role, you will work closely with the Head of Account Management to track core tasks, generate metrics, and maintain process governance.This is a contract position with the intention of...

  • Wealth Advisory Team Member

    4 weeks ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    About Us: At William Buck NSW, we're a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. Our team of over 100 Partners and 1000 team members is dedicated to delivering exceptional client service and building long-term relationships. We're passionate about 'Changing Lives' through our work, and we're looking for talented...

  • Career Accelerator

    2 weeks ago

    Sydney, New South Wales, Australia William Buck Full time

    Why a Career in Wealth Advisory?At William Buck, we're seeking an ambitious and driven Associate Advisor to join our dynamic Wealth Advisory team. With a proven track record of developing talented individuals into high-quality advisors, we offer a challenging role with broad exposure to all aspects of financial advice/planning, mentoring from experienced...

  • Reporting Analyst, Wealth Management

    1 month ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleAn exciting opportunity to join the Wealth Management business at Perpetual, a leading ASX-listed company. As a Reporting Analyst, you will be part of the Investments Team and responsible for the governance, reporting, and analytics on the performance of Perpetual Private's various investment portfolios.Key ResponsibilitiesSupport and perform...

  • Data Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Data Analyst - Wealth ManagementWe are seeking a skilled Data Analyst to join our team at Anton Murray Consulting. As a Data Analyst, you will be responsible for tracking core tasks, generating metrics and reporting, and maintaining process governance.Key Responsibilities:Prepare Management Information (MI) to support functions in...

  • Data Analyst

    6 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Data Analyst - Wealth Management InsightsAbout Us:At Anton Murray Consulting, we work with leading full-service wealth management firms to deliver exceptional results. Our client is a forward-thinking organization seeking a talented data analyst to join their team on an initial 12-month contract.Job Summary:We are seeking an experienced data...

  • Data Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Data Analyst - Wealth ManagementWe are seeking a highly skilled Data Analyst to join our team at Anton Murray Consulting. As a Data Analyst, you will be responsible for tracking core tasks, generating metrics and reporting, and maintaining process governance.Key Responsibilities:Prepare Management Information (MI) to support functions in...

  • Wealth Management Professional

    1 week ago

    Sydney, New South Wales, Australia BDO Full time

    We are seeking a Wealth Management Professional to join our Private Wealth team in Sydney.Our team provides holistic strategic and investment advice to clients, helping them protect and grow their wealth.This role will include:Developing and implementing personalized wealth management strategiesProviding expert advice on investments, retirement planning, tax...

  • Strategic Wealth Manager

    4 weeks ago

    Sydney, New South Wales, Australia BDO Full time

    **Current Opportunity**We are seeking an experienced Financial Adviser to join our Private Wealth team at BDO. As a key member of our team, you will be responsible for providing holistic strategic and investment advice to our clients.**Key Responsibilities**• Provide personalized wealth management strategies, including investment recommendations,...

  • Data Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    **Job Title:** Data Analyst - Wealth ManagementWe are seeking a highly skilled Data Analyst to join our team at Anton Murray Consulting. The ideal candidate will have strong data proficiency and experience in the financial services industry.This role will support the Head of Account Management projects team with tracking core tasks, including regulatory...

  • Senior Business Analyst

    2 weeks ago

    Sydney, New South Wales, Australia COLONIAL FIRST STATE Full time

    Are you a skilled professional looking to make a difference in the wealth management industry? At Colonial First State, we value expertise, passion, and diversity in our team. We believe in celebrating individuality and supporting a diverse and inclusive workforce. We are seeking a Senior Business Analyst to act as a bridge between business stakeholders and...