
Wealth Management
19 hours ago
Melbourne- 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 12-month contract with the view to go permanent at 12 months.
**Recent graduates seeking a career within the private wealth / stockbroking industry. Any prior experience in equity operations, client services or operations will be held highly**
- The team in operations is responsible for supporting client onboarding, asset transfer processing, CHESS Sponsorship
- Managing asset transfer function to facilitate transfer of domestic and international equities
- Support and monitor both local and overseas teams relating to the asset transfer, client onboarding and ongoing maintenance of client accounts and data integrity.
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Monitoring report to unlock HIN as per regulatory requirements.
- Managing escalations by front office and work with offshore team to resolve them.
- Quality check for account opened and static data change by offshore team.
- Work with compliance and risk for any exceptions.
Our client is seeking sharp recent graduates seeking a career within the private wealth / stockbroking industry. Any experience in equity operations, client services or operations will be held highly.
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Wealth Management Operations Analyst
19 hours 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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Customer Service Officer
1 week ago
Melbourne, Australia Empower Wealth Full time**What we do**: Here at Empower Wealth, we are a team of qualified, experienced advisors who specialise in our areas to provide tailored, independent property investment advice. With fully integrated buyers agents, mortgage brokers, financial planners, tax accountants and property wealth planners, we make sure we meet our clients’ needs by providing the...
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Project Manager
4 days ago
Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $120,000 - $180,000 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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Virtual Agency Manager
2 weeks ago
Melbourne, Australia Wealth Axis Full timeMelbourne, Australia | Posted on 23/07/2021 **About us**: By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core...
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Virtual Agency Manager
4 days ago
Melbourne, Australia Wealth Axis Full timeMelbourne, Australia | Posted on 23/07/2021 **About us**: By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core offerings...
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Virtual Agency Manager
4 days ago
Melbourne, Australia Wealth Axis Full timeMelbourne, Australia **About us**: By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core offerings include: - Consultancy on...
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Associate Operations Analyst
2 weeks ago
Melbourne, Victoria, 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...
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Private Wealth
19 hours 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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Financial Advisor
2 days ago
Melbourne, Victoria, Australia Royale Wealth Full time $120,000 - $180,000 per yearAbout UsAtRoyale Wealth, we're an independent, self-licensed financial services firm dedicated to helping Australians build and protect their financial future.We deliver honest, strategic advice tailored to each client's goals — from wealth creation and tax planning to risk protection and retirement planning.Our services include:Tax minimisation and debt...
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Associate
4 days ago
Melbourne, Victoria, 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...