Private Wealth Consultant
16 hours ago
The role of a Private Wealth Specialist involves developing and maintaining strong relationships with high-net-worth clients, while also identifying new business opportunities to drive growth.
Key Responsibilities- Collaborate with senior investment experts to deliver tailored wealth management solutions that meet the unique needs of private clients.
- Utilize expertise in delivering holistic banking and investment solutions for private clients to drive revenue growth and expand market share.
- Work effectively across teams and business segments to ensure seamless delivery of client solutions and achieve business objectives.
- Maintain sound knowledge of regulatory requirements, including AML/KYC obligations and client due diligence, to ensure all client interactions are conducted in accordance with industry standards.
- Proven experience in building deep client relationships in the high-net-worth sector, with a focus on private banking and wealth management.
- A track record of successful client acquisition and business development within the financial services industry.
- Strong expertise in delivering comprehensive wealth management solutions, including investment advice and portfolio management.
- Demonstrated ability to collaborate effectively with cross-functional teams and stakeholders.
- Sound knowledge of risk management principles, including compliance and regulatory requirements.
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Group Full timeJoin to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicants Join to apply for the Private Wealth Adviser role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Group Full timeJoin to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicantsJoin to apply for the Private Wealth Adviser role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Group Full timeJoin to apply for the Private Wealth Adviser role at Macquarie Group1 day ago Be among the first 25 applicantsJoin to apply for the Private Wealth Adviser role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...
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Private Wealth Expert
21 hours ago
Melbourne, Victoria, Australia beBeePrivateWealth Full time $120,000 - $180,000Key Role: Private Wealth ExpertWe seek an accomplished professional to spearhead high-net-worth client acquisition, collaborating with senior directors to deliver bespoke investment solutions.Main Responsibilities:BUILD STRONG CLIENT RELATIONSHIPS IN THE HNW/UHNW SECTORAQUIRE NEW BUSINESS AND DEVELOP EXISTING ACCOUNTSDELIVER HOLISTIC BANKING, WEALTH, AND...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Private Wealth Adviser
3 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Private Wealth Adviser
2 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Senior Private Wealth Specialist
2 weeks ago
Melbourne, Victoria, Australia Robert Walters Full timeSenior Private Wealth Specialist (2045090/001) Melbourne, Australia Drive growth in high-net-worth (HNW) client acquisition.Collaborate with Global Investment Services Directors to deliver tailored investment solutions.Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need: Proven experience in building...
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Private Wealth Adviser
3 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
