Wealth Management Operations Analyst

*Please note this is a 12 month fixed-term contract*About usLGT 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...

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...

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...

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...

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...

Position: Wealth ManagerLocation: Melbourne, 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 Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

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 Manager Location:Melbourne, Australia Employment 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 Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in Melbourne on an initial 12-month contract.The Client Service Team within Operations is responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers including International and CHESS Sponsorship...

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...