Wealth Management Specialist

Client Support SpecialistSimplify and streamline the complexities of wealth management with our innovative platform. We are a leading institution in Australia, managing over $63 billion in funds under administration.We empower advisers to efficiently manage client wealth, joining forces to redefine wealth platforms and shape the future of financial services.

Job Title: Client Service ConsultantAbout the Role:This role presents an exciting opportunity to join our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients.You will be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve...

Private Wealth Specialist RoleWe are seeking a highly skilled professional to assist clients with complex financial matters.The successful candidate will help clients navigate intricate wealth management strategies, ensuring seamless execution and optimal outcomes.

Praemium 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...

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...

Melbourne 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...

Position: 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...

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 high-net-worth...

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...

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...