Wealth Management Specialist

Job Title: Wealth Management SpecialistAbout the Role: We are seeking a skilled Wealth Management Specialist to join our team at Anton Murray Consulting. As a Wealth Management Specialist, you will be responsible for managing client accounts, maintaining data integrity, and ensuring excellent service for internal and external clients.Key...

Job OverviewAn exciting opportunity has arisen for an experienced Operations Specialist to join our team in Melbourne, supporting the Transaction Services operations team of a leading global wealth management firm.

About the RoleWe are seeking a Senior Private Wealth Specialist to develop and grow a portfolio of high-net-worth Private Banking client relationships through the growth of existing and new-to-bank clients.The ideal candidate will have proven success in building deep client relationships in the HNW/UHNW sector as it pertains to Private Banking, Investment or...

Role SummaryWe are seeking a highly skilled Private Wealth Specialist to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.Key ResponsibilitiesReconcile client investment data across systems.Reconstruct clients' cost...

A prestigious wealth management firm based in Melbourne is seeking a highly skilled Financial Operations Specialist to join their team. This permanent position offers an estimated annual salary of $80,000 - $110,000, depending on experience.Company OverviewAnton Murray Consulting is a leading recruitment agency specializing in the financial services sector....

About the RoleWe are seeking an experienced Risk Management Specialist to join our Wealth Management team in Melbourne. As a key member of our risk management team, you will be responsible for implementing and monitoring our branch supervisory manual, supporting the business in operating within specific risk appetite levels, and ensuring compliance with...

We are seeking a highly skilled Wealth Management Professional to join our team at Woods & Co Recruitment. This is an exceptional opportunity for a senior financial planner to take on a leadership role in a boutique firm specialising in wealth management and retirement planning.The ideal candidate will have a minimum of 5 years of experience as a financial...

Wealth Management jobs in Melbourne, SydneyAre you an experienced Private Banking & Wealth Management professional looking for a new challenge? Our client is a leading Private Wealth Manager seeking an expert to join their team as a Client Onboarding / KYC specialist.This position lies with the Account Management Team, responsible for ensuring that Know Your...

Job DescriptionWealth Management Contract or Temporary, MelbourneAbout the RoleThis is an exciting opportunity for an experienced KYC specialist to join our team as a KYC Compliance Specialist - Private Wealth Manager in our Melbourne office. As a key member of the Account Management Team, you will be responsible for ensuring that Know Your Client (KYC)...

Company OverviewBenneaux is a leading provider of investment opportunities, leveraging a portfolio of pooled funds and a vast network of investment managers and products to deliver exceptional results.The company's commitment to creating enduring prosperity for its clients has been a hallmark of its success over 75 years in Australia and overseas.Salary and...

Company OverviewWe are a boutique wealth management firm in South Yarra, specialising in providing expert financial planning services to high-net-worth individuals.About the RoleWe are seeking an experienced Executive Wealth Manager to join our team. As a key member of our client service team, you will be responsible for developing and implementing...

As a Senior Associate Adviser at Shadforth, you will play a pivotal role in delivering exceptional client service and driving business growth. Located in Ballarat, this position offers a unique opportunity to work with experienced Private Wealth Advisers and contribute to a team culture that values people.About the RoleYou will be responsible for managing...

Senior Wealth AdviserThis prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic...

Role OverviewA highly rewarding career opportunity exists for an experienced Private Client Adviser to join our esteemed team at Equity Trustees, a leading specialist trustee company in Australia.This role is designed for a skilled professional who can deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and...

Key ResponsibilitiesAct as liaison between dealing desk, internal departments, external organisations, service agents, and clients.Answer all incoming client calls and respond to client queries via email.Process and execute trades.Manage bulk transactions.Prepare comprehensive reports for client meetings including financial summaries, portfolio performance,...

**About the Role**Click and Connect Online Limited is seeking an experienced and highly motivated Wealth Manager to join its dynamic team. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.**Key Responsibilities**Develop and manage a portfolio of high-net-worth clients,...

Job DescriptionWe are seeking a Senior Operations Coordinator to join our Wealth Management team in Melbourne. This is an exciting opportunity to work with a leading global wealth management firm and be part of their dynamic Transaction Services operations team.

Job DescriptionWe are seeking an experienced Senior Wealth Strategist to join our dynamic team at Click and Connect Online Limited in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis is a senior-level position that requires a proven...

Unlock Career Advancement in Estate Planning and Wealth ManagementWe are seeking exceptional lawyers to join our client base, with opportunities available across various firms. Our clients operate at the national level, offering a diverse range of estate planning and wealth management roles.About the RolesRole 1: Associate Position at a Leading Australian...

Job Title: Wealth Management ProfessionalWe are seeking a skilled Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our client services team, you will play a vital role in managing client accounts and ensuring seamless project execution.Key Responsibilities:Ensure daily processes and SLAs are met within applicable...