Wealth Management Operations Data Officer

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...

Sydney- Wealth Management- Contract or TemporaryOur client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12m contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role will...

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...

Wealth 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...

**The opportunity** The Wealth Reporting and Data Delivery Manager will play key role in building and maintaining the reporting assets for the Master Trust and Platforms businesses. These reports will plan a key role in governance, supervision and monitoring and ensure key performance indicators are being measured and are readily available for the business...

Company DescriptionEstablished in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specializing in diversified financial solutions across various asset classes. Catering to a diverse clientele, including entrepreneurs, executives, and business owners, our team of expert advisors maintains the highest standards of professionalism....

Sydney- Wealth Management- PermanentOur client is a global brokerage firm with a team of around 50 people and is focused on providing broking execution and clearing services for its clients. This Account Services Officer role is a permanent opportunity focused on new and existing client accounts including initiating, actioning, processing and maintaining...

More time off for the things that matter - Up to 6 weeks’ leave- Work where we work best - Hybrid office/work-from-home environment- Be an active contributor for your team and engage with clients while you gain experience As an Assoicate the role is focused on providing ongoing client service and high-quality support to Financial Advisers and Partners...

LGT 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...

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,...