Private Wealth Manager
3 days ago
Cultivate strong relationships with high net worth clients and manage their investments at Commonwealth Bank. The ideal candidate will have a deep understanding of financial markets and regulations, and be able to provide exceptional customer service.
About the Job- Develop and implement customized investment strategies for clients
- Monitor and stay updated on market trends and regulatory changes
- Liaise with internal teams to ensure seamless delivery of services
- Meet and exceed client expectations through proactive communication and issue resolution
The successful candidate will have 5+ years of experience in a similar role, preferably in private wealth management, and hold a degree in a business-related field.
Responsibilities- Prepare and present investment reports and recommendations to clients
- Maintain accurate records and documentation of client interactions and transactions
- Collaborate with colleagues to develop marketing materials and sales initiatives
Compensation: $110,000 per annum, based on performance and experience.
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Private Wealth Management Professional
4 weeks ago
Sydney, New South Wales, Australia Salt Recruitment Full timeAt Salt Recruitment, we're partnering with a leading financial institution to find an experienced Private Wealth Management professional. This is a fantastic opportunity to work for Australia's premier Private Wealth Management company based in Sydney.The role involves case managing new onboarding requests, liaising with and supporting Advisers and Analysts...
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Private Wealth Management Associate
1 month ago
Sydney, New South Wales, Australia Salt Recruitment Full timeAbout the Role:We are seeking an experienced Private Wealth Management Associate to join our team. This role is pivotal in leveraging your expertise in Private Wealth Management and ensuring Anti-Money-Laundering compliance.Key Responsibilities:Casemanaging new onboarding requestsLiaising with and support Advisers and Analysts on onboarding document...
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Private Wealth Investment Specialist
4 weeks ago
Sydney, New South Wales, Australia Partners Group Full timePrivate Wealth Investment SpecialistAt Partners Group, we are seeking an experienced Private Wealth Investment Specialist to join our Australian private wealth sales team.About the RoleThis is an exceptional opportunity for a driven and results-oriented individual to leverage their expertise in private markets and investment strategies to deliver innovative...
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Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyWealth management is a significant sector within the financial services industry.This opportunity exists to work with an Australian wealth management advisory firm. The Office & Events Coordinator role is based in Sydney, NSW.The position involves supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with...
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Sydney, New South Wales, Australia Anton Murray Consulting Full time**About the Role**This is a fantastic opportunity to work with a leading Australian wealth management advisory firm.The Administrative Coordinator will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with administrative tasks, event planning, and Dealer Assistant duties as back up when...
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Administrative Coordinator
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeWealth ManagementThis is a fantastic opportunity to work with a leading Australian wealth management advisory firm.The role will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with administrative duties, including event organization. This person will also be trained on Dealer Assistant...
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Strategic Asset Growth Manager
4 weeks ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeRole OverviewWe are seeking an experienced Strategic Asset Growth Manager to join our Sydney team. As a key member of our investment sales team, you will be responsible for growing our assets under management by building and maintaining relationships with financial advisors and private wealth clients.
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Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleThis is an exciting opportunity to join Partners Group as a Strategic Business Development Manager, focusing on private wealth clients in Melbourne. In this role, you will be responsible for promoting and servicing existing Partners Group funds to private wealth clients in Australia, specifically targeting the Victorian and Tasmanian markets.
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Sydney, New South Wales, Australia Partners Group Full timeJob DescriptionThis is a challenging opportunity to take ownership of existing accounts and identify new clients in the private wealth/wholesale area of the Australian market. We are seeking an experienced professional to promote and service our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian...
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Sydney, New South Wales, Australia Ares Management Corporation Full timeAres Management Corporation is seeking a highly skilled Business Development Associate to support the distribution efforts and management of alternative strategies in the private wealth channels. This role will play a key part in helping drive business growth and development across Australia and New Zealand.Key Responsibilities:Assist senior business...
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Wealth Management Professional
1 month ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeAnton Murray Consulting - Wealth ManagementRole Summary:We are seeking a highly organized and detail-oriented Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our private wealth management team, you will be responsible for providing exceptional client service, ensuring seamless day-to-day operations, and...
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Sydney, New South Wales, Australia Anton Murray Consulting Full timeAt Anton Murray Consulting, we are seeking an exceptional Corporate Events and Administrative Support Specialist to join our Private Wealth Division.**About the Role**Wealth Management OverviewWe are a distinguished financial services firm with a history spanning over 100 years. Our capabilities in private wealth management, corporate finance, equity...
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High-Performing Private Wealth Account Manager
4 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleThis exciting opportunity within Partners Group’s Australian private wealth sales team presents a chance to drive business growth and expansion in the Victorian and Tasmanian markets. As a key member of our Client Solutions team, you will be responsible for promoting and servicing existing Partners Group funds to private wealth clients.Key...
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Digital Transformation Specialist
4 weeks ago
Sydney, New South Wales, Australia Commonwealth Bank of Australia Full timeAbout the RoleWe are seeking a skilled Digital Transformation Specialist to join our team in Wealth & Private.This is an exciting opportunity for a customer-focused professional with expertise in digital experience optimisation. As a Digital Transformation Specialist, you will work closely with cross-functional teams to deliver tailored digital experiences...
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Administrative Support Specialist
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeWealth Management in Sydney offers a fantastic opportunity to work with a leading Australian advisory firm.This permanent position is based in the city and will be responsible for supporting the leadership team with administrative tasks, event planning, and project coordination.As an Administrative Support Specialist, you will add value to the Private Wealth...
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Senior Wealth Strategist
3 weeks ago
Sydney, New South Wales, Australia BDO Full timeOur Sydney Private Wealth OpportunityBDO Australia's self-licensed financial advice practice is seeking an experienced Senior Wealth Strategist to join our esteemed Private Wealth team. As a key member, you will work closely with clients to develop and implement tailored wealth management strategies.The successful candidate will possess:Minimum 5-10 years of...
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Sydney, New South Wales, Australia Anton Murray Consulting Full timeAt Anton Murray Consulting, we are seeking an experienced Wealth Management Business Analyst to join our client, a leading global wealth management firm. Located in Sydney, this contract or temporary role offers the opportunity to work on a client experience project as a Business Analyst for an initial 12-month period.The ideal candidate will possess prior...
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Wealth Management Specialist
4 weeks ago
Sydney, New South Wales, Australia BDO Full timeCurrent Opportunity in SydneyWe are seeking a highly experienced Wealth Management Specialist to join our Private Wealth team at BDO in Sydney.This role offers a unique opportunity to deliver exceptional wealth management services to clients and be part of a dynamic team that is passionate about helping individuals achieve their financial goals.About the...
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Administrative Support Specialist
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyWealth management advisory firm seeking highly skilled administrative professional to provide support to leadership team and assist with events, projects, and marketing initiatives. The ideal candidate will have 2-5 years of experience in a similar role, preferably in financial services, with proficiency in IT software and a degree in business or...
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Wealth Management Coordinator
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeWe are seeking an experienced Administrative Assistant to support our Wealth Management leadership team in Sydney.This is a fantastic opportunity to work with a leading Australian wealth management advisory firm, where you will be responsible for coordinating events and providing administrative support.The role will involve supporting the Head of Wealth /...