Financial Advisor for High-Net-Worth Clients

We are seeking a seasoned Senior Wealth Adviser to join our esteemed client's team. As a trusted advisor, you will be responsible for managing a high net worth client base and providing strategic holistic financial advice to ensure their long-term growth and success.Our client is a leading private wealth management firm with an impressive track record of...

Job DescriptionWe are seeking a highly motivated and experienced Wealth Manager to join our team at Click and Connect Online Limited in Melbourne, Australia.About the RoleThis is a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record...

About the Organisation:">This prestigious Top Tier Private Clients Group is renowned for its exceptional client service delivery, strong client values and impressive track record of growth despite challenging global financial market conditions. With a focus on strategic growth, they are seeking to hire new Senior Financial Wealth Advisers to join their HNW...

Company OverviewThis esteemed Top Tier Private Clients Group, renowned for its exceptional client service delivery, is seeking an experienced Senior Wealth Adviser to join their dynamic team. With a proven track record of growth and success, they offer an impressive opportunity for the right candidate to make a lasting impact.SalaryThe successful applicant...

Established in South Yarra, our boutique firm specialises in wealth management and retirement planning. As a Senior Financial Planner, you will be the primary point of contact for a high-value portfolio, advising clients on all aspects of wealth creation, tax planning, superannuation, and retirement strategies. You will have the opportunity to cultivate...

Top Tier Private Clients Group OpportunityThis esteemed organisation, a Top Tier Private Clients Group in Australia, boasts an impressive track record of exceptional client service delivery.With a strong focus on client values, they have maintained excellent growth despite challenging global financial market conditions. As a result, they are now seeking new...

Woods & Co Recruitment is delighted to partner with a reputable boutique firm in South Yarra, specialising in wealth management and retirement planning. As a Senior Financial Planner, you'll be the primary point of contact for high-value clients, providing expert advice on wealth creation, tax planning, superannuation, and retirement strategies.About the...

Our client is a leading Australian mid-tier firm with a strong reputation for excellence, fostering an open communication environment, continuous education, and strategic technology use. As a respected member of their team, you will have access to professional development opportunities that promote loyalty, trust, and collaboration.**Opportunity Overview**We...

Top Tier Private Clients Group OpportunityThis prestigious organisation is one of Australia's leading private wealth management groups, renowned for its exceptional client service delivery. Despite challenging global market conditions, they continue to experience impressive growth.As a Senior Wealth Adviser, your key responsibility will be to manage a...

About Premier BankingPremier Banking at the Commonwealth Bank of Australia delivers Relationship Management services to High Net Worth customers within the Customer Service Network. Our teams consist of Relationship Managers and Associates throughout Australia, reporting into all states.Our ServicesWe provide Relationship Management to clients with...

Company Overview:As a reputable recruitment agency, Grant Executive Search is dedicated to connecting talented professionals with leading organisations in the industry. With a strong track record of success, we are proud to present an exciting opportunity for a skilled Senior Wealth Adviser to join our client's Top Tier Private Clients Group.Salary and...

We are seeking a seasoned Account Executive to join our client's High Net Worth – Personal Lines team in Melbourne.Key Responsibilities:Manage a diverse national portfolio of high net worth clients.Work autonomously to ensure exceptional customer service and compliance with operational requirements.Liaise with underwriters, colleagues, and clients to...

Exceptional Career Growth with Gatehouse Legal RecruitmentWe are seeking a skilled Senior Associate Commercial Lawyer to join our team at Gatehouse Legal Recruitment, located in the heart of Melbourne's CBD. This is an exceptional chance for a commercial lawyer with 4+ years of post-admission experience (PAE) to work on high-net-worth matters and enjoy...

About the CompanyFuse Recruitment specializes in recruitment for the insurance industry, actively sourcing a broad range of established clients.Job OverviewWe are currently partnering with a highly established industry leader within Boking, based in Melbourne's inner South East, to find an experienced Account Executive for their High Net Worth – Personal...

About RSMWe are a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and...

Job SummaryAs a Senior Tax Manager at RSM, you will be responsible for providing exceptional tax services to ultra-high net worth clients, including wealth transfer, charitable, and retirement planning, as well as tax compliance. Your technical expertise and ability to work collaboratively with the team will be essential in delivering outstanding client...

Estimated Salary: AU$80,000 - AU$120,000 per annumAbout the RoleWe are seeking an experienced legal secretary to join our highly regarded family law team. As a key member of our team, you will be responsible for providing exceptional secretarial support and maintaining a professional approach when liaising with high net worth clients.The successful candidate...

Job OpportunityWe are partnering with a leading insurance broker in Melbourne's inner South East to find an experienced High Net Worth Personal Lines Account Manager.About the RoleThis is a unique opportunity to join a multi-award winning family-owned insurance broker and take on a diverse national portfolio. As an Account Manager, you will work autonomously...

Role OverviewWe're partnering with a leading industry player in Melbourne's inner South East to strengthen their team. They're looking for an experienced Account Manager to join their High Net Worth – Personal Lines team.Key ResponsibilitiesManage a diverse national portfolio autonomouslyEnsure exceptional customer service through regular liaison with...

Role OverviewFuse Recruitment is partnering with a highly established industry leader in Boking to find an experienced Account Executive for their High Net Worth – Personal Lines team.About the RoleAs an Account Executive, you will autonomously manage your own book of loyal clients, ensuring exceptional customer service is maintained at all times. You will...