Wealth Management Opportunity
2 days ago
As a Financial Services Specialist, you will be working with clients to provide expert investment advice and wealth management solutions. You will build long-term relationships with clients, identifying their financial goals and creating tailored strategies to achieve them.
Key Responsibilities:- Manage and grow a portfolio of high net worth clients, providing personalized advisory services and product recommendations.
- Conduct in-depth reviews to identify personal and financial needs, and deliver customized wealth management solutions.
- Stay up-to-date with industry trends and developments, leveraging knowledge to advise clients on investments and risk management.
- Graduate Diploma or Degree equivalent in Financial Planning.
- Strong sales acumen with face-to-face client experience.
- Service-focused individual with excellent numerical and analytical skills and attention to detail.
- Experience managing high net worth clients is desirable but not essential.
- Understanding of lump sum investments, offshore investments, fintech, bonds or pension products is advantageous.
- Career progression opportunities.
- Ability to transfer to different locations.
- Competitive commission structure.
- Individual and team training to support development.
Must be based in Australia.
Apply with your CV.
-
Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia ircfsjobs Full time $104,000 - $130,878 per yearPosition: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth...
-
Wealth Management
1 week ago
Melbourne, Victoria, Australia Anton Murray Consulting Full time $90,000 - $120,000 per yearMelbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in Melbourne on an initial 12-month contract. The Client Service Team within Operations is responsible for supporting client offboarding, Deceased Estate processing and...
-
Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Wealth Manager
6 days ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...
-
Career Opportunities in Wealth Management
2 days ago
Melbourne, Victoria, Australia beBeeWealthManagement Full time $55,000 - $60,000Join a Dynamic IndustryWealth management offers a stimulating environment for graduates, with diverse and exciting career paths available.Career progression to roles in Financial Planning, Mortgage Broking and across the wealth management sector.Roles available across major cities.This industry is ideal for those who thrive in fast-paced environments and...
-
Strategic Wealth Manager
7 days ago
Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $230,000Senior Wealth StrategistKey Responsibilities:Deliver Comprehensive Wealth Management Plans:Develop and implement customized wealth management strategies to meet the unique needs of high net worth individuals and families.Provide Financial Planning, Investment Management, Banking, and Comprehensive Advice:Work closely with clients to understand their...
-
Strategic Wealth Manager
2 weeks ago
Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $200,000Private Wealth ManagementWe are seeking ambitious and experienced professionals to join our team as Private Wealth Advisors, providing comprehensive wealth management plans to high net worth individuals and families, corporate executives, entrepreneurs, and select institutions.Wealth Management ServicesOur advisors offer financial planning, investment...
-
Wealth Management Specialist
2 weeks ago
Melbourne, Victoria, Australia beBeeAdministration Full time $90,000 - $120,000Praemium was established in 2001 to simplify the complexities of wealth management. Our mission is to empower advisers to efficiently manage the wealth of people in Australia.The Onboarding and Portfolio Services Consultant is responsible for the administration of client accounts, including onboarding new clients, maintaining and updating accounts, managing...
