
Private Wealth Portfolio Administrator
2 days ago
Sydney- Wealth Management- Contract or TemporaryThis role is an urgent hire within the Portfolio Administration team of this leading Private Wealth Management firm. The position is an initial 12 month contract with a view for extension. Must have private wealth / banking operations.
This role supports the portfolio team with processing and reporting requirements for their client portfolios. This role is an initial 12 month contract with view for extension.
**Responsibilities**:
- Processing portfolio income, settlements, payments and receipts, margin lending, managed funds redemptions and acquisitions
- Reconciling portfolio income, holdings, banking, margin lending statements and clients’ portfolio cash account
- Supporting and processing corporate actions, floats, issues, annual reports, proxy and election forms
- Coordinating monthly/quarterly portfolio reports and annual tax reporting
- Opening and terminating accounts and maintaining portfolios
- Maintaining clients’ portfolios in relation to their tax status
**Requirements**:
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Private Wealth Assistant
2 weeks ago
Sydney, New South Wales, Australia Ord Minnett Full time $104,000 - $130,878 per yearThe Role:A Private Wealth Assistant provides administrative support to a team of advisers and acts as a central point of contact for all client queries. As an Assistant, you will perform administrative duties to develop and enhance client relationships through active communication to ensure key information is gathered and documentation remains current. You...
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Associate - Private Wealth Management
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Sydney, New South Wales, Australia Private Advertiser Full time $90,000 - $120,000 per yearThe opportunity:Excellent opportunity has arisen for an experienced Associate to become a key member of a successful boutique practice.A responsible and challenging position working with high net worth (HNW) clients across retail and wholesale segmentsA holistic and unique approach to financial planning utilising leading edge discovery processes to make a...
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Wealth Management
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Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- Contract or TemporaryA leading, boutique private wealth advisory business in the heart of Sydney’s CBD is seeking a contractor to join their team for an initial 6 months with a view to extend. Day to day requirements will include, however are not limited to; equity settlements, cash and stock reconciliations, processing of...
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Key Account Manager
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Greater Sydney Area, Australia Viola Private Wealth Full time $120,000 - $150,000 per yearLocation:Sydney CBDCompany:Viola Private WealthEmployment Type:Full-time, in officeAbout UsWe are a boutique wealth management firm dedicated to providing exceptional financial guidance and personalized service to high-net-worth individuals, families, and foundations. Our mission is to help clients preserve and grow their wealth through thoughtful planning,...
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Office & Events Coordinator - Private Wealth
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Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentWe are working on a great role as Office & Events Coordinator with a leading Australian Wealth Management Advisory firm.** **This opportunity will be a** **permanent position based in Sydney. The role will be responsible for supporting Head of Wealth / Head of Advice and the Private Wealth management leadership team with...
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Sydney, Australia Commonwealth Bank of Australia Full timeExecutive Manager Private Wealth Distribution - Commonwealth Private **Executive Manager Private Wealth Distribution - Commonwealth Private** **About us** Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers. We offer market-leading...
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Executive Manager Private Wealth Distribution
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Sydney, Australia Commonwealth Bank Full time**Executive Manager Private Wealth Distribution - Commonwealth Private**: **About us** Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers. We offer market-leading products and services, supported by some of the world’s best systems...
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Private Wealth Advisor
2 weeks ago
Sydney, Australia Macquarie Group Limited Full time-We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
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Associate - Private Wealth Management
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Sydney, New South Wales, Australia SentinelWealth Full time $90,000 - $120,000 per yearThe opportunity:Excellent opportunity has arisen for an experienced Associate to become a key member of a successful boutique practice.A responsible and challenging position working with high net worth (HNW) clients across retail and wholesale segmentsA holistic and unique approach to financial planning utilising leading edge discovery processes to make a...
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Private Wealth Advisor
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Council of the City of Sydney, Australia Macquarie Bank Limited Full timeOverview Business Development & Sales, Wealth Management We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted...