Personal Wealth Specialist

Drive Growth and Success as a Private Wealth SpecialistAs a seasoned professional, you will be responsible for driving new growth opportunities in the high-net-worth (HNW) client segment. Your expertise will enable you to build deep relationships with clients and deliver tailored banking, wealth, and service solutions.Key Responsibilities:Partner with...

**Proactively drive new HNW client growth and acquisition opportunities**:- **Partner with Global Investment Services Directors to drive investment solutions**:- **Permanent opportunity**How will I help?**Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients.We've created a new...

An opportunity exists to take on a role that has an existing personal insurance client base as well as a strong referral arrangement with a mid-tier accounting firm. This is an opportunity to drive and develop a business model within a well-resourced and strong cultured team, an opportunity to build your career.**Our Firm**Morgans is Australia's largest and...

Senior Financial SpecialistThis is an exciting opportunity to join a forward-thinking organization that values career growth, client satisfaction, and work-life balance.About the RoleAs a Senior Financial Specialist, you will manage a portfolio of high-net-worth clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments. You...

Join to apply for the Wealth Solutions Partner role at Findex2 days ago Be among the first 25 applicantsJoin to apply for the Wealth Solutions Partner role at FindexAre you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction?Do you thrive on connecting with clients and providing meaningful...

Company DescriptionStrategies for Wealth is dedicated to providing professional financial advice and mentoring to every Australian family, regardless of their financial status. The company aims to democratize access to unique financial strategies that were previously only available to the top 5% of income earners, empowering all families to achieve wealth...

Private Wealth ProfessionalWe are seeking a Senior Private Wealth Specialist to develop and grow a portfolio of high-net-worth client relationships through growth of existing and new clients.Our clients have access to a comprehensive offering built around their goals, backed by the financial resources of a leading Financial Institution.Our long-term view...

**Join our diverse and growing team at Westpac Group**:- **Strong banking consulting and/or sales experience is essential**:- **Permanent position in our Brisbane CBD office with hybrid flexibility**You will be the face of Westpac, having virtual appointments to help out customers achieve their financial goals.**How will I help?**We believe we can help all...

About the RoleTake on a senior financial advisory position with a portfolio of high net worth clients and scope to expand your book. Work closely with an experienced leadership team, deliver tailored investment advice, and provide genuine hands-on service across wealth management and portfolio construction.Key ResponsibilitiesManage a portfolio of high net...

2 days ago Be among the first 25 applicantsWealth Nexus is a boutique accounting firm dedicated to delivering tailored financial solutions and exceptional client service. Our mission is to provide personalized and professional financial guidance to meet the unique needs of each client. Based in Brisbane, QLD, we pride ourselves on our dedication to client...