
Wealth Manager
1 week ago
This is an exciting opportunity to join a dynamic organization as an Impact Investment Leader. The role will involve leading due diligence and deal execution for responsible investments in small and medium-sized enterprises (SMEs).
The Impact Investment Leader will be responsible for conducting comprehensive due diligence across financial, legal, commercial, ethical, and environmental dimensions. This includes analyzing financial models, reviewing legal documents, assessing risk, and presenting investment theses to internal and external stakeholders.
Key responsibilities of the Impact Investment Leader include:
- Leading the end-to-end deal process for SME private credit investments.
- Participating in origination and early engagement with platforms and partners.
- Conducting due diligence across various dimensions.
- Communicating and defending investment theses.
- Maintaining relationships with investees and deal partners.
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Wealth Manager
1 week ago
Sydney, New South Wales, Australia Ircfsjobs Full timePosition: Wealth Manager Location: Sydney, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...
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Wealth Manager
1 week ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full timeMy client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia.This role is pivotal 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 in wealth...
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Wealth Manager
2 weeks ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full timeMy client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal 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 in wealth...
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Wealth Manager
2 weeks ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full timeMy client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal 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 in wealth...
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Wealth Management
4 days ago
Sydney, New South Wales, Australia Anton Murray Consulting Full time $70,000 - $120,000 per yearSeeking experienced candidates with 2-3 years prior work experience in project coordination, consulting, product support or ideally Big 4 management consulting experience from within Financial Services - ideally Private Banking or Wealth Management industry.Our client is a leading global wealth management firm that advises, trades, manages and distributes...
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Wealth Management
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full time $150,000 - $200,000 per yearOur clientis a leading global Wealth Manager that provided highly personalised, best-in-class investment advice, execution services and wealth management to High Net Worth individuals/families and a range of legal entities.The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and solutions...
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Strategic Wealth Manager
1 week ago
Sydney, New South Wales, Australia beBeeWealth Full time $100,000 - $150,000Strategic Wealth ManagerWe are seeking an experienced wealth strategist to manage client relationships and provide tailored investment advice.Conduct thorough financial assessments and develop comprehensive investment plans.Stay up-to-date with market trends and economic changes, ensuring clients receive the best possible guidance.The ideal candidate will...
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Wealth Management Professional
1 week ago
Sydney, New South Wales, Australia beBeeInvestment Full time $65,000 - $90,000About the RoleThis is a middle office function where you deal with internal and external stakeholders, including dealing with external administrators, custodians, CHESS sponsors, and fund managers.Working alongside our Investment Services Team, you'll manage the onboarding journey for new clients while also supporting existing clients with account...
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Wealth Management Administrator
2 weeks ago
Sydney, New South Wales, Australia beBeeCareer Full time $60,000 - $80,000Job Title:Financial Planning AssistantRole Overview:This role is responsible for providing professional administrative support to wealth management activities. The successful candidate will work closely with Private Wealth Advisers to build and maintain relationships with new and existing clients.Key Responsibilities:Provide administrative support for wealth...
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Investment Manager
2 weeks ago
Sydney, New South Wales, Australia Cascada Wealth Full time $90,000 - $120,000 per yearWho is Cascada WealthCascada Wealth, a fast-growing boutique financial advice business, supports high-net-worth families and businesses. We're known for our bespoke approach and loyal client base. Our Team is the key to our success, and we're looking for someone who shares our passion for delivering exceptional results.Our wealth advisory business sits...