Wealth Management Client Onboarding

Melbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract. **Responsibilities**: - Identifying process improvements - Maintaining a culture of high performance and excellent service for both internal and external clients - Client onboarding and account...

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...

Our client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team **Responsibilities**: - Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for new client onboarding or updates to existing...

Melbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...

**About us**: BMYG Financial Group was founded in 2010. The business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. With over a decade of experience, BMYG Financial Group has been identifying Australia’s core asset classes and seizes primary...

**Wealth Department Assistant Overview** We are looking for a proactive and detail-oriented Wealth Department Assistant to support the daily operations of our wealth management team. This role involves client servicing, operational coordination, document handling, and cross-department collaboration. **Key Responsibilities** - Assist with client account...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract. This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts...

Melbourne- Asset Management- Contract or TemporaryOur client is a global wealth management business looking for a Client On-boarding Specialist to join their team in Melbourne on an initial 12-month contract. This role will work closely with the firm’s key stakeholders to facilitate a smooth and efficient client on-boarding process. **Key...

Unlock Your Potential as a Wealth StrategistWe empower high-net-worth individuals and families to achieve their financial goals through our market-leading investment expertise, innovative thinking, and robust risk management.Our Unique AdvantageWith 56 years of unbroken profitability, we bring together diverse professionals who shape possibilities in the...

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...