Expert Wealth Manager

Key Role: Private Wealth ExpertWe seek an accomplished professional to spearhead high-net-worth client acquisition, collaborating with senior directors to deliver bespoke investment solutions.Main Responsibilities:BUILD STRONG CLIENT RELATIONSHIPS IN THE HNW/UHNW SECTORAQUIRE NEW BUSINESS AND DEVELOP EXISTING ACCOUNTSDELIVER HOLISTIC BANKING, WEALTH, AND...

We are seeking a highly skilled Tax Expert to join our team in Melbourne, specializing in private wealth management. The successful candidate will have exceptional knowledge of tax laws and regulations, as well as strong analytical and problem-solving skills.Key ResponsibilitiesProvide strategic tax advice to high net worth individuals and families, trusts,...

As a seasoned asset management expert, you play a pivotal role in helping clients achieve their financial objectives. In this dynamic environment, you collaborate with high net worth individuals and families, corporate executives, entrepreneurs, and select institutions to develop customized wealth strategies.Comprehensive Wealth ManagementYour expertise is...

Position: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...

Our team simplifies and streamlines the complexities of wealth management. As a leading provider of fully integrated platforms, we empower advisers to efficiently manage clients' wealth.The RoleThe Onboarding and Portfolio Services Consultant is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes...

Job OverviewThe role of a Private Wealth Specialist involves developing and maintaining strong relationships with high-net-worth clients, while also identifying new business opportunities to drive growth.Key ResponsibilitiesCollaborate with senior investment experts to deliver tailored wealth management solutions that meet the unique needs of private...

Job Title:Wealth Management Professional - Melbourne", "Job DescriptionAs a Wealth Management Professional, you will be responsible for conducting market research to add value to client interactions. This role involves a combination of new business development and managing existing clients across a defined territory.", "Required Skills and QualificationsA...

We are seeking an experienced Financial Advisor to join our team in Melbourne, Australia. As a Financial Advisor, you will play a crucial role in building strong relationships with clients and providing them with expert investment advice.Key Responsibilities:Build and develop a portfolio of high net worth clients through exceptional sales and marketing...

We are seeking a highly skilled Investment Advisor to join our team and play a key role in providing bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.About the RoleWe are looking for a talented individual with proven experience in broking, funds management, or private wealth advice. As an Investment...

Praemium's mission is to redefine wealth platforms and shape the future of financial services.We empower advisers to efficiently manage wealth in Australia, simplifying and streamlining complexities with an integrated platform.This role focuses on maintaining data integrity, resolving discrepancies, and supporting efficient transaction processing for...