Equity Adviser

Join us in a pivotal role where you'll manage fiduciary accounts with precision and care. As part of EQT TWS, you'll oversee investment management, crafting initial plans and conducting reviews to ensure adherence to our framework. You'll also play a vital governance role, offering support to Trust Managers and nurturing relationships with key stakeholders...

Sydney- Wealth Management- PermanentOur client is a leading stockbroker seeking an experienced DTR to join their Sydney office. This is a unique opportunity as an Equities DTR to execute orders, and handle customer enquiries relating to transacting equities. The primary focus of this role is to ensure the timely and accurate execution of client...

Private Wealth Adviser – Boutique Firm | Sydney CBD | Pathway to EquityStep into a pivotal role with an established, boutique wealth management firm – where trusted relationships, strategic advice, and a genuine pathway to equity define your future.The BusinessLocated in the heart of Sydney's CBD, this forward-thinking and fast-growing boutique firm...

We are currently seeking aSenior Business Development Managerto join our growing team. Based in Sydney, this full-time role is focused on expanding Equity Trustees' portfolio of philanthropic clients and promoting our deep expertise in providing philanthropy solutions to individuals, families, corporate funders as well as the for-purpose sector.Reporting to...

Sydney- Ancillary Areas- PermanentAccount Managers are allocated their own client base, and are accountable for the ongoing relationships with, and provision of exceptional client service to, the advisers and support personnel of each of these clients. You will be responsible for maintaining good working relationships with each of our internal partners,...

About usOmura Wealth Advisers is a rapidly growing boutique financial advice business. We have the privilege of working with some of the youngest, highest earning individuals in the country.The opportunityDue to excessive new client demand from our Principal adviser, we are looking for a new Adviser to onboard and service new clients.Whilst the majority of...

Are you passionate about building strong client relationships and managing diverse portfolios? In this client-focused role, you will manage a wide range of compensated clients, ensuring their financial needs are met and their investment portfolios are effectively overseen in collaboration with their financial advisers. As a dedicated Relationship Manager,...

A unique Associate Adviser opportunity has arisen for someone who enjoys working with HNW clients and direct equities. We are looking for someone to start their Professional Year and take on a book of clients within the next ear. This role has no sales involved as all the leads are generated and referred. They have a unique model where they focus on HNW...

DescriptionASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds,...

Job DescriptionASSET & WEALTH MANAGEMENTBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds,...