Wealth Management
1 day ago
Sydney- 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 IPO’s and stock transfers, trade monitoring and liaison with external parties such as brokers, advisors, direct customers or share registries.
This dynamic employer has a high performance culture - where team work is valued and the delivery of high quality services to internal and external customers is held in high regard. Strong people skills, a positive “can do” attitude and a high attention to detail are also key traits of interest.
To be considered for one of these vacancies you will require hands on experience in stockbroking operations, settlements or portfolio operations
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Wealth Manager
7 days ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Full time $120,000 - $240,000 per yearWealth Manager - SydneyThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...
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Wealth Manager
7 days ago
Sydney, New South Wales, Australia Independent Resourcing Consultancy Full time $120,000 - $200,000 per yearPosition: Wealth ManagerLocation: Sydney, AustraliaEmployment 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 Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth...
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Senior Financial Accountant
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Sydney, New South Wales, Australia LGT Wealth Management Australia Full time $120,000 - $140,000 per yearLGT Wealth Management 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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Wealth Management Operations
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Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- Contract or TemporaryOur client is a well known Wealth Management firm seeking an operations expert to join their small team of 3. Prior stockbroking operations experience required. Unless you have the experience listed above please do not apply **Responsibilities** Day to day responsibilities will include, however are not...
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Private Wealth Executive
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Sydney, Australia Westpac Banking Corporation Full timePrivate Wealth Executive (Wealth Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...
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Head of Investment Solutions
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Sydney, New South Wales, Australia LGT Crestone Wealth Management Limited Full time $150,000 - $250,000 per yearLGT Wealth Management 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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Wealth Management Desk Assistant
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Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentOur client is a Tier 1 Private Wealth Manager seeking a Desk Assistant to join their team. Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A...
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Wealth Manager
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Sydney, Australia Independent Resourcing Consultancy Ltd Full timeMy client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth...
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Business Analyst
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Sydney, New South Wales, Australia LGT Crestone Wealth Management Limited Full time $80,000 - $120,000 per yearLGT Wealth Management 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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Associate
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Sydney, New South Wales, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $90,000 per yearLGT Wealth Management 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...