Wealth Management Operations Analyst

Melbourne- Wealth Management- Contract or TemporaryOur client is a leading wealth management firm seeking an Operations Analyst for a long dated contract. **Responsibilities**: - Ensuring all daily processes and SLAs are met within applicable timeframes - Manage day to day BAU in line with team objectives and regulatory requirements - Identifying process...

LGT 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...

LGT 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...

Melbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract. **Responsibilities**: - Identifying process improvements - Maintaining a culture of high performance and excellent service for both internal and external clients - Client onboarding and account...

LGT 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...

**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...

Melbourne- Wealth Management- PermanentThis position has become available due to a departure from the Portfolio Management team within the Wealth Management division of a global institution in Melbourne. The team has extensive engagement with the internal and external advisor network to help manage client portfolio accounts. This role works as part of the...

Melbourne- 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...

Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

Praemium's mission is to redefine wealth platforms and shape the future of financial services.We empower advisers to efficiently manage wealth in Australia, simplifying and streamlining complexities with an integrated platform.This role focuses on maintaining data integrity, resolving discrepancies, and supporting efficient transaction processing for...