High-Net-Worth Client Support Specialist
1 week ago
Investing can be a complex and daunting task for many individuals. At Fisher Investments, we take a unique approach to helping our clients navigate their financial futures. As a Client Service Associate, you will play a critical role in forming relationships with our high-net-worth clients and providing them with the support they need to achieve their financial goals.
Key Responsibilities- Communicate with clients by phone and email to understand their needs and provide personalized support
- Fulfill operational tasks between Fisher Investments and our top brokerage houses to ensure seamless client experience
- Establish and clear client accounts, resolve documentation and transfer issues, and work with Investment Counsellors to ensure operational excellence
- University degree or equivalent combination of education and experience
- At least 1 year of experience in an operational or back-office capacity
- Strong communication and problem-solving skills, with the ability to work in a fast-paced environment
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Wealth Manager
2 weeks ago
Sydney, New South Wales, Australia Click and Connect Online Limited Full timeWealth Manager – High Net Worth Client SpecialistAbout the Role:Our esteemed client, a premier financial services firm, seeks an accomplished Wealth Manager to join their dynamic team. This pivotal role entails providing bespoke financial advice and wealth management solutions to high-net-worth individuals and families.Key Responsibilities:Develop and...
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Investment Counsellor
1 month ago
Sydney, New South Wales, Australia Fisher Investments Full timeOverviewFisher Investments Australasia PTY Ltd (FIA) is seeking an experienced Investment Counsellor to join our team in Sydney. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with expert investment advice and guidance.The OpportunityAs an Investment...
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High Net Worth Client Service Specialist
23 hours ago
Sydney, New South Wales, Australia Randstad Full timeAbout the OpportunityA highly regarded and well-established independent advice firm based in North Sydney seeks a Strategic Paraplanner/Associate Advisor to join their team.In this role, you will have the opportunity to support Senior Financial Planners and be a first point of contact for High Net Worth and wholesale clients. Responsibilities include...
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Stockbroking Assistant
1 month ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Stockbroking Assistant - High Net Worth ClientsWe are seeking a highly skilled and experienced Stockbroking Assistant to join our team at Anton Murray Consulting. As a Stockbroking Assistant, you will be responsible for providing exceptional support to our Private Client Advisors and their High Net Worth clients.Key Responsibilities:Act as a...
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High Net Worth Home Risk Analyst
2 weeks ago
Sydney, New South Wales, Australia CHUBB Full timeAt Chubb, we strive to deliver exceptional insurance solutions to our high net worth clients by fostering a culture of inclusivity and flexibility. We are committed to fair and equitable access to our employment opportunities and are open to discussing workplace flexibility in all our vacancies.The ideal candidate for this role will be an experienced risk...
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Insurance Portfolio Manager
4 hours ago
Sydney, New South Wales, Australia Aon Full timeJob Description:This role is instrumental to our long-term growth ambitions in the High Net Worth Personal Insurances segment.Company OverviewAon specialises in the delivery of best-in-class risk management solutions and have an extensive presence across Australia, with representation in each State capital and an extensive regional branch network.SalaryThe...
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High-Net-Worth Client Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Fisher Investments Full timeAbout the RoleFisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on high-net-worth clients. This role is an opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.Key ResponsibilitiesPartner with internal portfolio decision-makers, research...
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High Net Worth Risk Management Specialist
1 week ago
Sydney, New South Wales, Australia Chubb Insurance Australia Limited Full timeAbout the RoleChubb Insurance Australia Limited is seeking a highly skilled Risk Consultant to join our team. As a Risk Consultant, you will play a crucial role in assessing and managing risk for high net worth individuals and their properties.Key ResponsibilitiesConduct thorough risk assessments of high-value properties to identify potential exposures and...
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Financial Services Assistant
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Assistant to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAct as liaison between dealing desk, internal...
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High-Net-Worth Family Law Expert
3 days ago
Sydney, New South Wales, Australia Naiman Clarke Full timeNaiman Clarke, a boutique law firm with 25 years of excellence in the legal recruitment industry, is seeking an experienced Senior Lawyer: Family to join their dedicated team.About the RoleIn this challenging and rewarding role, you will tackle complex family law cases, from property settlements to parenting disputes. Your expertise, empathy, and exceptional...
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High-Net-Worth Private Banker
22 hours ago
Sydney, New South Wales, Australia Westpac Group Full timeAbout the RoleAs a Senior Private Banker at Westpac Group, you will play a significant part in the future of our business, which has been around for over 200 years. Our purpose is to create better futures together.Job DescriptionWe seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients.We've created an...
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Senior Accountant
4 weeks ago
Sydney, New South Wales, Australia Lawson Elliott Full timeUnlock Your Potential as a Senior AccountantAre you a motivated and experienced Senior Accountant looking for a new challenge? Do you have a passion for providing personalised services to High Net Worth Individuals (HNWIs), families, and SMEs? We have an exciting opportunity for you to join our Business Services and Tax team at Lawson Elliott.As a Senior...
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High Net Worth Client Relationship Manager
3 weeks ago
Sydney, New South Wales, Australia Westpac Group Full timepbAbouttheRole/b/ppWeareseekingahighlyskilledSeniorPrivateBankertojoinourteamatWestpacGroup.AsaSeniorPrivateBanker,youwillberesponsiblefordevelopingandgrowingaportfolioofhigh-net-worthPrivateBankingclientrelationshipsthroughthegrowthofexistingandnew-to-bankclients./ppbKeyResponsibilities/b/pulliBuildstrongclientrelationshipsandidentifynewbusinessopportunitie...
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High Net Worth Risk Consultant
2 weeks ago
Sydney, New South Wales, Australia Chubb Insurance Australia Limited Full timeJob DescriptionChubb celebrates diversity by fostering an inclusive, flexible and equitable workplace. We support applications from all members of our community and equitable access to our employment opportunities. We are open to discussing workplace flexibility in all our vacancies, to ensure we can attract the best candidates and accommodate individual...
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Australian Private Client Director
1 month ago
Sydney, New South Wales, Australia EFinancialCareers Ltd. Full timeAustralian Private Client Director OpportunityWe are seeking a highly motivated and experienced Australian Private Client Director to join our team in Sydney, Australia. As a Private Client Director, you will be responsible for acquiring high-net-worth wholesale clients and providing them with our wealth management solutions.The OpportunityThis is a...
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High Net Worth Lawyer Expertise Wanted
1 week ago
Sydney, New South Wales, Australia AFL Recruitment Full time**Wills and Estates Law Expertise Required**Our client is a highly respected commercial law firm seeking a Wills and Estates Law Specialist to join their team. The ideal candidate will have a minimum of 6 years of post-admission experience practising in Wills and Estates Law with reputable firms or in-house.**Key Responsibilities**Advising and transacting on...
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Sales Specialist with FX/CFD Expertise
4 weeks ago
Sydney, New South Wales, Australia EBR Full time{"h1": "FX Sales Specialist Opportunity at EBR", "p": "We are seeking a passionate and experienced FX sales specialist to join our team at EBR, a rapidly expanding global FX broker. As a sales specialist, you will be responsible for maintaining and developing client relationships, networking with high net worth individuals, and providing exceptional service...
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Australian Private Client Director
4 weeks ago
Sydney, New South Wales, Australia EFinancialCareers Ltd. Full timeAustralian Private Client Director OpportunityCalling all wealth advisors looking to focus on business development in a 100% wholesale client environment. As a Private Client Director with Fisher Investments Australasia, you will be responsible for acquiring high-net-worth wholesale clients.The Opportunity:Manage your business remotely from your home,...
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HNW Client Adviser
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeHNW Client Adviser OpportunityWe are seeking a highly motivated and experienced HNW Client Adviser to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals.Key Responsibilities:Build and...
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Sales Specialist with FX/CFD Expertise
4 weeks ago
Sydney, New South Wales, Australia EBR Full timeExciting Opportunity for a Sales Specialist with FX/CFD ExperienceWe are seeking a highly motivated and experienced sales specialist to join our team at EBR, a rapidly expanding global FX broker. As a sales specialist, you will be responsible for maintaining and developing client relationships, networking with high net worth individuals, and providing...