High Net Worth Portfolio Manager

Manage high net worth client portfolios, attract new business and develop relationships by providing lending expertise and wealth management advice in a full-time permanent position.Key ResponsibilitiesPortfolio Management: Manage a portfolio of high net worth clients to achieve financial goals and objectives.Business Development: Attract new business and...

Financial Advisor PositionWe are seeking a skilled and experienced Financial Advisor to join our team in Melbourne, Australia. This is a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis Financial Advisor position requires a deep understanding of the financial...

As a wealth management professional, you will play a critical role in helping clients achieve their financial goals. Our comprehensive advice and investment management services cater to high net worth individuals, families, corporations and select institutions. You will work closely with clients to understand their needs and deliver customized strategies...

At CoinJar, we are expanding our team to include a highly skilled VIP Client Specialist. This is an exceptional opportunity for a results-driven professional with excellent relationship-building skills to join our dynamic organization and make a lasting impact on our valued clients.The ideal candidate will be responsible for delivering tailored support to...

Job SummaryWe are seeking an experienced SMSF Accountant to join our team. The ideal candidate will have a proven track record of managing high-quality SMSFs and delivering technical compliance.Key ResponsibilitiesManage end-to-end SMSF compliance, including financials, tax returns, and audit preparationWork directly with high-net-worth individuals and their...

As a trusted platform for buying, selling, spending and trading cryptocurrency since 2013, we continue to operate in the UK, Ireland, and the US.We are looking for an experienced Account Manager to serve as the primary point of contact for our most valuable users.Key Responsibilities:Build long-term relationships with high-net-worth clients, delivering...

Expert Investment GuidanceWe empower high-net-worth individuals and families with market-leading investment expertise, ensuring robust risk management and exceptional wealth solutions.Bespoke investment advice for discerning clientsDeveloping trusted relationships to deliver an outstanding client experiencePreparing expert advice and review documents with...

Expert Tax Lawyer OpportunityThis is a unique chance to take on responsibility suited to your level and strengths, with potential future partnership options.We are seeking an Associate Tax Lawyer to join our team. As an expert in tax structuring plans for high net worth individuals, you will prepare and implement tax strategies that align with clients'...

Premium Client Manager RoleKey responsibilities include developing relationships with high-net-worth investors, identifying and onboarding new clients, and providing tailored trading solutions to meet client needs. Building strong relationships is crucial in this role.Responsibilities:Develop relationships with high-net-worth investors, fostering long-term...

Senior Family Lawyer OpportunityWe are seeking an experienced family lawyer to join our team, providing expert advice to high-net-worth clients.About the RoleThis is a senior position that requires at least 8 years' experience in family law. You will work alongside accredited specialists and industry-leading partners, with added support from our family law...