Elite Client Wealth Strategist

At Equity Trustees, we are seeking a skilled Expert Wealth Strategist to join our team in Melbourne and Regional VIC.About the RoleThis is an exciting opportunity to leverage your expertise in wealth management and deliver bespoke strategies to high-net-worth clients. As an Expert Wealth Strategist, you will manage existing client portfolios, which include...

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...

About the RoleWe are seeking a highly skilled Executive Media Strategist to join our team at Wavemaker. As a key point of contact for our clients, you will be responsible for developing strong communication recommendations across all channels and driving successful client relationships.Job DescriptionThe role of the Executive Media Strategist involves being...

About the RoleWe are seeking an experienced Senior Wealth Strategist to join our team as a Private Client Adviser. In this role, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.Main ResponsibilitiesManage and service an existing book of high-net-worth clientsProvide holistic and detailed...

You're a seasoned professional seeking a role that leverages your expertise in wealth strategies and agronomy. This position at Dodgshun Medlin offers the perfect blend of challenge and opportunity, allowing you to drive results for clients from diverse backgrounds. Company Overview Dodgshun Medlin is a leading provider of rural enterprise and wealth...

Role OverviewClick and Connect Online Limited is seeking a highly skilled and experienced Wealth Manager to join our team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key ResponsibilitiesDevelop and manage a portfolio of high-net-worth clients,...

Cybersecurity Client StrategistThe Cybersecurity Client Strategist will play a pivotal role in supporting our SOC clients by providing in-depth analysis and insights. They will work across the team, conducting quarterly review sessions with clients, dissecting monthly reports, and building trend analyses to offer a comprehensive outlook on both the previous...

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...

Company Overview: Milestone It is a leading provider of innovative IT solutions, committed to delivering cutting-edge infrastructure and network services.Salary: $140,000 - $180,000 per annum, depending on experience.Job Description: As a Chief Technical Strategist at Milestone It, you will design and implement awe-inspiring infrastructure and network...

**About the Role**We are seeking a highly skilled Client Insights Strategist to join our sales team at News Corp Australia. This role plays a pivotal part in driving business growth and enhancing client satisfaction by leveraging data-driven insights to inform strategic decision-making.This position requires a blend of analytical expertise, strategic...

About the RoleWe are seeking a highly skilled and experienced travel consultant to join our luxury travel team in Melbourne. As an Elite Travel Professional, you will be responsible for planning, booking, and coordinating high-end travel experiences for our discerning clients.

As a leading recruitment agency, Grant Executive Search is committed to building a high-performance culture that fosters individual career growth. To support this vision, we are seeking a skilled Digital Marketing Strategist to join our client's marketing leadership team.About the RoleDevelop and execute market-leading digital marketing campaigns aligned...

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...

Job Title: Wealth ManagerAt Independent Resourcing Consultancy Ltd, we are seeking a highly motivated and experienced Wealth Manager to join our team in Melbourne, Australia.About the Role:We are looking for a skilled and results-driven Wealth Manager to provide tailored financial advice and wealth management solutions to high-net-worth individuals and...

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...

Pegasystems is a leading provider of strategic business applications. As the industry leader in this space, we empower organizations to become more efficient, smarter, and customer-centric.About the RoleThe Enterprise Client Strategist plays a critical role in driving client success by partnering with internal and external stakeholders to achieve key...

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...

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...

Job OverviewWe are seeking a Senior Client Portfolio Manager to oversee the end-to-end service delivery to our clients in the wealth management sector.The ideal candidate will have experience managing client relationships and providing strategic guidance to ensure optimal engagement and successful outcomes.ResponsibilitiesOversight of all facets of service...

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...