
Graduate Wealth Management Operations Associate
2 weeks ago
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 and data integrity.
**Key Responsibilities**:
- Ensuring all daily processes and Service Level Agreements are met within applicable timeframes.
- Manage day to day tasks involved with account onboarding & maintenance activities including document scanning, maintaining registers and workflow management.
- Manage reporting and administration duties encompassing reporting, client welcome letters, and account maintenance activities.
- Maintaining excellent service for both internal and external clients.
**Key Skills and Competencies**:
- Tertiary qualification (or equivalent) in business/finance/commerce.
- Proficient skills in Microsoft Office - experience of spreadsheets, formulae and pivot tables would be advantageous.
- Strong attention to detail and be highly deadline oriented.
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Wealth Management
2 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a well renowned global wealth management firm with a sizeable presence in Melbourne. **Ideally seeking 2-3 years’ experience in financial services Operations - equity or treasury markets** - The team is responsible for equity trade bookings/settlement, Options back end processing and...
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Wealth Management
2 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- 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...
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Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract. This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...
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Associate, Perpetual Wealth Management
9 hours ago
Melbourne, Australia Perpetual Limited Full timeMore Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment and attractive salary package- Career growth opportunities Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate...
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Associate Operations Analyst
2 days ago
Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $80,000 per yearLGT Crestone was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while...
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Private Wealth
2 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service. The role...
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Associate Relationship Manager
5 days ago
Melbourne, Australia BlackRock Investments Full time**Associate Relationship Manager - Australasia Wealth**: **Location**: **Melbourne, Victoria** Team: **Sales Support** Job Requisition #**:R255988** Date posted**:Aug. 01, 2025
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Business & Wealth Graduate Program (feb 2026)
2 weeks ago
Melbourne, Victoria, Australia QTAC Guidance Officer Advisory Group Full timeYour New Role Join a team where our people are our greatest asset.As part of the Business & Wealth Graduate Program, you'll support our prestigious franchise and top-tier brands.Immerse yourself in the heart and soul of the Australian business sector.This is a 15-month program with 3 x 5-month rotations, allowing you to engage in a diverse range of rotations...
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Wealth Management Operations Analyst
2 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur client is a leading global wealth management firm seeking an Operations Analyst to join their Melbourne team on a 12-month contract. The role is with the Risk and control team within Wealth Management Operations who are primarily responsible overseeing and providing governance for operational and...
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Wealth Management Client Onboarding
2 weeks ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Wealth Management- Contract or TemporaryOur 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...