Wealth Preservation Expert

Vacancy for Principal Digital Preservation Advisor at Queensland State ArchivesSalary: $118,197 - $126,566Type: Fixed TermWe are looking for a Principal Digital Preservation Advisor to join the Digital Archives team in this exciting and rewarding role.This role will be a part of a small team at QSA and will work with a range of internal and external...

Job Title: Digital Preservation Lead at Queensland State ArchivesDigital Records Management and Archiving RoleThe successful candidate will oversee the management of digital records, ensuring they are preserved for future generations.Key Responsibilities:Digital Preservation Workflows: Develop and execute effective digital preservation workflows that meet...

Expert Digital Preservation LeaderThe Role:We are seeking an experienced and skilled digital preservation expert to join our team.As a Digital Preservation Lead, you will oversee the management of transfers, ingest, curation, and discoverability of permanent, value-born digital records and develop best-practice methodologies for their archival...

Unlock New Career Opportunities for Professional GrowthAs a Senior Manager in our Private Wealth team, you will have the opportunity to take on new challenges and contribute to exciting projects in a dynamic environment.About Our RoleWe are seeking a top professional who brings their purpose to life by working with clients throughout their entire business...

Drive Growth and Success as a Private Wealth SpecialistAs a seasoned professional, you will be responsible for driving new growth opportunities in the high-net-worth (HNW) client segment. Your expertise will enable you to build deep relationships with clients and deliver tailored banking, wealth, and service solutions.Key Responsibilities:Partner with...

Job Title: Senior Private Wealth ManagerWe are seeking an accomplished and experienced senior private wealth manager to join our team. As a key member of the team, you will be responsible for cultivating and maintaining strong relationships with high-net-worth clients, providing expert investment support and delivering bespoke financial solutions tailored to...

Senior Financial SpecialistThis is an exciting opportunity to join a forward-thinking organization that values career growth, client satisfaction, and work-life balance.About the RoleAs a Senior Financial Specialist, you will manage a portfolio of high-net-worth clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments. You...

About the OpportunityAt our institution, we're committed to providing exceptional wealth management services to high net worth individuals and family groups. As a skilled Private Banker, you'll play a vital role in helping clients achieve their financial goals by managing, growing, and preserving their assets.Job Description:We're seeking an experienced...

Join to apply for the Wealth Solutions Partner role at Findex2 days ago Be among the first 25 applicantsJoin to apply for the Wealth Solutions Partner role at FindexAre you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?Do you thrive on connecting with clients and providing meaningful...

About the RoleThe role involves managing a portfolio of high net worth and wholesale clients, delivering tailored investment advice, and driving growth of the client base through referrals and leads.Key responsibilities include:Managing multiple portfolios to ensure optimal financial outcomes for clients;Providing expert analysis of balance sheets, IPOs, and...