Current jobs related to Financial Services Professional - Melbourne, Victoria - Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life

  • Financial Services Solutions Expert

    1 week ago

    Melbourne, Victoria, Australia Latitude Financial Services Full time

    Latitude Financial Services is committed to creating a platform that helps people shop and live better. As a Senior Business Analyst, you'll play a critical role in driving our continued growth and success by working closely with the Product and Development teams.Our team's goal is to identify and develop strategic initiatives for improved customer...

  • Financial Services Challenge

    23 hours ago

    Melbourne, Victoria, Australia UBS Financial Services Full time

    Program OverviewThe UBS Investment Banking Development Challenge is a unique opportunity for students to gain hands-on experience in a real-life transaction and gain insight into what a career as an analyst at a leading investment bank could be like.You will work with various country, sector, and product teams in our Global Banking business, providing...

  • Financial Systems Strategist

    2 weeks ago

    Melbourne, Victoria, Australia Latitude Financial Services Full time

    As a Financial Systems Strategist at Latitude Financial Services, you will play a critical role in developing and implementing financial systems strategies that align with the company's goals and objectives. This role will involve leading and mentoring our Business Analysts in delivering financial systems projects that enhance customer experience, increase...

  • Financial Analyst Opportunity

    1 week ago

    Melbourne, Victoria, Australia UBS Financial Services Full time

    At UBS Financial Services, we are committed to developing the next generation of financial leaders. Our Investment Banking Challenge offers an exciting opportunity for students to gain hands-on experience in a real-life transaction and gain insight into what a career as an analyst at one of Australia's leading investment banks could be like.The challenge is...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Allens Corporate Services Full time

    We are seeking a talented and motivated lawyer to join our Funds, Superannuation & Financial Services Team (FSF). As a key member of this team, you will be responsible for advising leading Australian and global institutional investors, including many of Australia's largest superannuation funds, in relation to their direct and indirect investments across a...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Carter Murray Full time

    As a Carter Murray professional, you will be part of a dynamic team driving the future of financial services. Our client is a global leader in electronic brokerage services, offering unparalleled access to markets worldwide.The ideal candidate will possess excellent communication skills and a strong understanding of financial instruments, including stocks,...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Michael Page Australia Full time

    About Michael Page AustraliaWe are a leading recruitment agency in Australia, specialising in finance and investment roles. Our clients are respected players in the financial services industry.Job SummaryThis is an exciting opportunity for a Senior Investment Analyst to join our client's team. As a key member of the finance function, you will play a critical...

  • Financial controller – architectural

    4 weeks ago

    Melbourne, Victoria, Australia Bevel Financial Full time

    KeyMoves is exclusively partnering with John Wardle Architects (JWA) for a Financial Controller to join their award-winning organisation.JWA is an architectural practice with over 100 design professionals. They operate across , and internationally, from their local studios in Melbourne and . The senior leadership team comprises 5 Partners and 6 Principals,...

  • Financial Services Professional

    1 week ago

    Melbourne, Victoria, Australia Beca Full time

    We are seeking an experienced Financial Services Professional to join our team at Beca. As a payroll finance specialist, you will have the opportunity to work with a diverse range of clients and contribute to the growth and success of our Australian business.Your primary responsibility will be to provide expert payroll advice and services, including payroll...

  • Financial Services Representative

    2 weeks ago

    Melbourne, Victoria, Australia Liberty Financial Pty Ltd Part time

    Company OverviewAt Liberty Financial Pty Ltd, we're passionate about helping people achieve their financial dreams. As a leading non-bank lender, we've empowered over 850,000 individuals with our innovative loan solutions for years.About UsWe're a close-knit community that thrives on collaboration and support. Our team lives by our values - Fairness,...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia at Full time

    Career OpportunityWe are offering a unique opportunity for a Financial Services Professional to join our team. As a key member of our Finance Executive leadership team, you will be responsible for delivering commercial and compliance requirements for our assets.The ideal candidate will have a strong background in retail management accounting and experience...

  • Financial Services Business Developer

    7 days ago

    Melbourne, Victoria, Australia FIS. Empowering the Financial World Full time

    About the RoleWe are FIS, a leading technology company empowering the financial world. Our Banking & Payments business is seeking a highly motivated Sales Executive to join our team.Job Description:Develop and execute strategic sales initiatives to drive revenue growth and expand our customer base.Build strong relationships with key clients and new prospects...

  • Financial Services Professional

    1 week ago

    Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time

    About the RoleAs a Financial Services Professional, you will be the face of our branch and business, providing exceptional customer service and expertise to help customers achieve their financial goals. You will use your knowledge and skills to educate customers on our online platforms and tools, recommend our products and services, and build connections...

  • Financial Services Professional

    1 week ago

    Melbourne, Victoria, Australia Vanguard Australia Full time

    Company Overview">Vanguard Australia is a leading company in the financial services industry, known for its commitment to delivering high-quality services to its clients. As a Client Service Associate at Vanguard Australia, you will play a critical role in helping us achieve our mission of providing exceptional service to our clients.">Job Description">We...

  • Administrative Assistant

    5 days ago

    Melbourne, Victoria, Australia Frontier Financial Group Full time

    Job Description:This role supports the work of our Financial Advisers, focusing on assisting clients, building relationships, and enhancing client retention. Key responsibilities include:

  • Financial Services Professional

    7 days ago

    Melbourne, Victoria, Australia Banks Group Full time

    About Our Accounting & Business Advisory DivisionWe are a partner to individuals and businesses in all industry sectors. We provide Accounting, Tax and Advisory services to clients ranging from SMEs and family businesses to high-net-worth individuals.We take a proactive approach, ensuring each client's compliance matters are in order and we look for...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia FinXL Full time

    We are looking for skilled professionals to work with us at FinXL IT, a leading financial services organisation. As a Technical Business Analyst, you will be responsible for analysing large data sets, collaborating with internal teams and communicating technical concepts effectively.About the RoleAnalyse data sets to identify trends, patterns and actionable...

  • Financial Services Professional

    2 weeks ago

    Melbourne, Victoria, Australia Marsh & McLennan Companies Full time

    We are looking for a skilled Client Service Officer to join our team at Mercer Financial Advice.This role offers a unique opportunity to work in a dynamic and supportive environment, collaborating with experienced financial advisors to deliver exceptional client experiences.About the PositionThe Client Service Officer will play a vital role in managing...

  • Financial Services IT Professional

    7 days ago

    Melbourne, Victoria, Australia FinXL Full time

    Job Description: As a Mid-level Technical Business Analyst, you will work closely with internal teams to deliver cutting-edge projects in the fast-paced world of financial services. Your key responsibilities will include analysing large data sets, collaborating with stakeholders, and communicating technical concepts clearly.Benefits and Perks:12 months+...

  • Professional Development Program

    1 week ago

    Melbourne, Victoria, Australia UBS Financial Services Full time

    Your RoleYou'll be working with various country, sector, and product teams in our Global Banking (GB) business. We provide coverage, advisory, capital markets, and financing solutions for corporate and financial institutions.You'll have the opportunity to participate in workshops, panels, and networking events.You'll work together to present a case study and...

Financial Services Professional

3 weeks ago

Melbourne, Victoria, Australia Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life Full time

At Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life, we are seeking a highly skilled Financial Adviser to join our team.

About the Role

This full-time hybrid position is responsible for providing expert financial advice and services to clients, focusing on estate planning, retirement planning, and lending solutions. As a Financial Adviser, you will be working closely with high net worth individuals and families to develop personalized strategies for achieving their financial goals.

About Us

We are a leading provider of life insurance solutions, dedicated to helping our clients secure their financial futures. Our experienced team is committed to delivering exceptional service and expertise in all aspects of financial planning.

  • Estate planning and wealth transfer expertise
  • Retirement planning and investment management skills
  • Lending solutions knowledge and experience
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Able to work independently and collaboratively
  • Experience in the insurance or financial services industry
  • Bachelor's degree in Finance, Economics, or related field