Wealth Management

2 weeks ago

Sydney, Australia Anton Murray Consulting Full time

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

  • Wealth Manager

    3 weeks ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    This 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 marketplace.The firm's primary...

  • Wealth Manager

    2 minutes ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    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 individuals and families.The ideal candidate will have a proven track record in wealth...

  • Wealth Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $240,000

    Private Wealth StrategistRole Overview: We are seeking a Private Wealth Strategist to deliver bespoke investment and strategic advice tailored to the unique needs of our high-net-worth clients. This involves building and nurturing trusted relationships, ensuring an exceptional and seamless client experience.The ideal candidate will have expertise in wealth...

  • Wealth Manager

    6 hours ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    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 individuals and families. The ideal candidate will have a proven track record in wealth...

  • Manager, Private Wealth

    2 weeks ago

    Sydney, Australia Westpac Group Full time

    **How will I help?** The Private Wealth Manager role exists to support the Head of Finance and Senior Manager in the delivery of reporting and insights to help achieve the financial objectives of the Private Wealth (PW) business. The role will work closely with the business to help drive high performance, including identifying capacity issues, forecasting...

  • Head of Compliance

    1 week ago

    Sydney, Australia OCG Talent Full time

    Look after retail and wholesale advisory business. - Permanent, Sydney or Melbourne based role. - Be part of a market-leading wealth management business. Our client is a boutique wealth management organisation providing advanced research, innovation, personalised service, and tailored solutions that are focused on creating and preserving wealth to retail,...

  • Wealth Management Compliance Officer

    7 days ago

    Sydney, Australia UBS Full time

    Australia - Compliance - Group Functions **Job Reference #** - 291530BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you have a minimum 3 years of experience in providing compliance or risk advisory services within a private banking or wealth management environment? Do you enjoy advising and supporting front office colleagues to ensure...

  • Wealth Management Operations

    2 weeks ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- 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...

  • Manager - Operational Risk - Wealth Management

    6 days ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a leading Wealth Management firm seeking a Manager of Operational Risk for an initial 12 month contract This role sits within the Australian Wealth Management Operational Risk division in Line 1. The Operational Risk team is an independent function that oversees, monitors, measures and analyses...

  • Senior Wealth Management Professional

    2 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $180,000

    Key Position: Senior Wealth Management ProfessionalWe are seeking a seasoned and accomplished Senior Wealth Management Professional to join our team. In this pivotal role, you will be responsible for developing and growing a portfolio of high-net-worth client relationships through the growth of existing and new-to-wealth clients.Key Responsibilities:Identify...