Senior Wealth Manager

3 days ago

Sydney, New South Wales, Australia TR3 Recruitment Full time
Unlock Your Potential as a Senior Private Banker

Join a dynamic team at TR3 Recruitment, a boutique firm specializing in tailored recruitment and consulting services. As a Senior Private Banker, you will have the opportunity to take the helm in managing and expanding a successful portfolio of high-net-worth clients within the Private Wealth department.

Key Responsibilities:

  • Build and maintain strong, lasting relationships with high-net-worth clients, delivering exceptional service and financial solutions.
  • Identify and seize opportunities to grow your client portfolio, leveraging your expertise to attract and integrate new clients.
  • Collaborate with diverse stakeholders both inside and outside of the organization to deliver superior customer experiences and personalized solutions.

Requirements:

  • Strong commercial acumen, with the ability to understand and act on financial opportunities and market trends to benefit clients and the business.
  • Confidence working effectively with cross-functional teams.
  • Proven track record of meeting or exceeding financial targets, such as asset growth, revenue generation, and client satisfaction scores.
  • High ethical standards and a strong commitment to compliance and regulatory requirements in wealth management.

About TR3 Recruitment:

We are committed to fostering a culture that embraces and values diversity and inclusion. Applicants of all ages, people with a disability, and/or Aboriginal and Torres Strait Islander people who meet the requirements of this position are strongly encouraged to apply. If you have any support or access requirements, we encourage you to advise us at time of application.

  • Senior Wealth Manager

    7 days ago

    Sydney, New South Wales, Australia TR3 Recruitment Full time

    Unlock Your Potential as a Senior Private BankerTake the helm in managing and expanding a successful portfolio of high-net-worth clients within the Private Wealth department. Based in Adelaide, this dynamic Senior Relationship Management role is ideal for a seasoned private banker or account manager with a talent for acquisitions and a desire to advance...

  • Senior Wealth Manager

    4 days ago

    Sydney, New South Wales, Australia TR3 Recruitment Full time

    Unlock Your Potential as a Senior Private BankerJoin a dynamic team at TR3 Recruitment and take the helm in managing and expanding a successful portfolio of high-net-worth clients within the Private Wealth department. Based in Adelaide, this senior relationship management role is ideal for a seasoned private banker or account manager with a talent for...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    {"title": "Senior Wealth Management Advisor", "subtitle": "Join our team as a Senior Wealth Management Advisor and take on a challenging role in our Sydney office.", "content": "We are seeking an experienced Senior Wealth Management Advisor to join our team in Sydney. As a key member of our Advisory team, you will be responsible for leading a team of...

  • Senior Wealth Manager

    1 week ago

    Sydney, New South Wales, Australia TR3 Recruitment Full time

    Unlock Your Potential as a Senior Private BankerJoin a dynamic team at TR3 Recruitment, a boutique firm specializing in tailored recruitment and consulting services. As a Senior Private Banker, you will play a key role in managing and expanding a high-value portfolio, collaborating with diverse stakeholders, and delivering exceptional customer...

  • Senior Wealth Strategist

    4 weeks ago

    Sydney, New South Wales, Australia William Buck Full time

    About the Role:We are seeking a highly skilled and experienced Wealth Advisor to join our team at William Buck. As a senior team member, you will play a pivotal role in managing client portfolios and driving positive outcomes.Key Responsibilities:Lead client relationships and develop tailored advice for successful business owners, high-level executives, and...

  • Senior Manager Private Wealth Markets Executive

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    About UsCommonwealth Private is a leading provider of personal wealth management services to high net worth individuals. Our team of experienced professionals strives to deliver outstanding service and trusted advice to our clients, helping them achieve their financial goals.About the TeamOur Private Wealth team is dedicated to providing a comprehensive...

  • Wealth Management Specialist

    4 weeks ago

    Sydney, New South Wales, Australia William Buck Group Full time

    {"title": "Wealth Advisor", "description": "Unlock Your Potential in Wealth ManagementAt William Buck Group, we're seeking a skilled Wealth Advisor to join our team. As a senior team member, you'll play a pivotal role in managing client portfolios and driving positive outcomes.Key Responsibilities:Lead client relationships and develop tailored...

  • Senior Manager Private Wealth Markets Executive

    2 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    About UsCommonwealth Private is a leading provider of personal wealth management services, catering to high net worth individuals with significant investment and borrowing requirements. Our team of experts offers a comprehensive range of solutions, including banking, lending, strategic advice, investments, and insurance, backed by the resources of the...

  • Senior Manager Private Wealth Markets Executive

    3 weeks ago

    Sydney, New South Wales, Australia CommBank Full time

    About Commonwealth PrivateWe strive to provide exceptional personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Our breadth of experience enables us to offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.We...

  • Senior Manager Private Wealth Markets Executive

    3 weeks ago

    Sydney, New South Wales, Australia CommBank Full time

    About UsAt Commonwealth Private, we strive to deliver exceptional personal service and trusted advice to high net worth individuals who seek to invest or borrow at least AU$2.5 million. Our breadth of experience enables us to offer clients a comprehensive range of solutions, as well as market-leading products and innovative investment opportunities.We...

  • Wealth Management Assistant

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management OfficeWe are seeking a highly organized and detail-oriented individual to join our team as a Wealth Management Office Coordinator. This is a fantastic opportunity for someone looking to gain experience in the financial services industry.About the Role:The successful candidate will provide administrative support to the NSW State...

  • Wealth Management Assistant

    4 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management OfficeWe are seeking a highly organized and detail-oriented individual to join our team as a Wealth Management Office Coordinator. This is a fantastic opportunity for someone looking to gain experience in the financial services industry.About the Role:The successful candidate will provide administrative support to the NSW State...

  • Wealth Management Assistant

    3 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth Management OfficeWe are seeking a highly organized and detail-oriented individual to join our team as a Wealth Management Office Coordinator. This is a fantastic opportunity for someone looking to gain experience in the financial services industry.About the Role:The successful candidate will provide administrative support to the NSW State...

  • Senior Manager Private Wealth Markets Executive

    2 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    About UsCommonwealth Private is a leading provider of personal wealth management services to high net worth individuals. Our team of experienced professionals is dedicated to delivering outstanding service and trusted advice to our clients.About the TeamOur Private Wealth team is a key part of Commonwealth Private's success. We work closely with our...

  • Senior Manager Private Wealth Markets Executive

    2 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    About UsCommonwealth Private is dedicated to delivering exceptional personal service and trusted advice to high net worth individuals seeking to invest or borrow at least AU$2.5 million.Our extensive experience enables us to offer clients a comprehensive range of solutions, coupled with market-leading products and innovative investment opportunities.We...

  • Wealth Management Specialist

    4 weeks ago

    Sydney, New South Wales, Australia William Buck Nsw Full time

    {"title": "Wealth Advisory Role", "description": "About the Opportunity: As a senior team member in our Wealth Advisory division, you will play a pivotal role in managing client portfolios and driving positive outcomes. With approximately $1 billion in assets under management, you will have the opportunity to mentor and develop junior members while making a...

  • Senior Manager Private Wealth Markets Executive

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    About UsCommonwealth Private is a leading provider of wealth management services to high net worth individuals. Our team of experienced professionals is dedicated to delivering exceptional service and tailored investment solutions to meet the unique needs of our clients.About the RoleWe are seeking a Senior Manager Private Wealth Markets to join our team. In...

  • Wealth Advisory Graduate

    3 days ago

    Sydney, New South Wales, Australia William Buck Full time

    Unlock Your Potential in Wealth AdvisoryAre you a recent university graduate looking to launch your career in financial services? If you're passionate about wealth management and client relationships, we have an exciting opportunity for you to join our team at William Buck.About the RoleAs a Graduate Wealth Advisor, you will work closely with our experienced...

  • Wealth Advisory Graduate

    2 weeks ago

    Sydney, New South Wales, Australia William Buck Full time

    Unlock Your Potential in Wealth AdvisoryAre you a recent university graduate looking to launch your career in financial services? If you're passionate about wealth management and want to make a positive impact on people's lives, we have an exciting opportunity for you.About the RoleAs a Graduate Wealth Advisor, you will work closely with our experienced...

  • Personal Assistant

    3 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and experienced Personal Assistant to provide administrative support to our senior leaders in the Wealth Management team. As a key member of our team, you will be responsible for providing exceptional support to our leaders, ensuring the smooth operation of our business, and contributing to the success of our...