
Wealth Management
2 weeks ago
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 Treasury (cash payments) processing functions.
- Ensuring all daily processes and SLAs are met within applicable timeframes
- Managing escalations by front office and work with offshore team to resolve them.
- Daily settlement of equities and cash
- Assist with escalation of issues and problem resolution
- Assist with projects, including identifying improvements to existing processes to increase efficiencies.
- Assist with escalation as required.
- Work with advisers/associates/vendors to understand systems & reports
- Responsible for queries from advisers/associates/vendors
- Liaison between advisers, associates and third party
**Experience in Treasury operations or cash management experience is a plus but not mandatory.
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Wealth Manager
7 hours ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition: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 high-net-worth...
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Wealth Manager
4 weeks ago
Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full timePosition: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...
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Wealth Manager
24 hours ago
Melbourne, Australia BMYG Financial Group Full time**About us**: BMYG Financial Group was founded in 2010. The business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. With over a decade of experience, BMYG Financial Group has been identifying Australia’s core asset classes and seizes primary...
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Client Wealth Manager
3 days ago
Melbourne, Victoria, Australia beBeeAdministrative Full time $90,000 - $120,000Our team simplifies and streamlines the complexities of wealth management. As a leading provider of fully integrated platforms, we empower advisers to efficiently manage clients' wealth.The RoleThe Onboarding and Portfolio Services Consultant is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes...
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Wealth Management Professional
3 days ago
Melbourne, Victoria, Australia beBeeWealthmanagement Full timeJob Title:Wealth Management Professional - Melbourne", "Job DescriptionAs a Wealth Management Professional, you will be responsible for conducting market research to add value to client interactions. This role involves a combination of new business development and managing existing clients across a defined territory.", "Required Skills and QualificationsA...
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Senior Wealth Manager
3 days ago
Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000We are seeking a highly skilled Investment Advisor to join our team and play a key role in providing bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.About the RoleWe are looking for a talented individual with proven experience in broking, funds management, or private wealth advice. As an Investment...
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Wealth Management Specialist
3 days ago
Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $110,000Praemium'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...
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Wealth Management Specialist
1 day ago
Melbourne, Victoria, Australia beBeeCustomer Full time $80,000 - $100,000Job Title: Client Service ConsultantAbout the Role:This role presents an exciting opportunity to join our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients.You will be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve...
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Wealth Advisor
3 hours ago
Melbourne, Victoria, Australia beBeeWealth Full time $100,000 - $150,000About Our Wealth Advisory ServicesWe are a highly skilled team that partners with business leaders to help them navigate complex wealth management challenges.Our ExpertiseOur purpose is to deliver tailored solutions that meet the unique needs of our clients, from strategy development to execution and ongoing support.Key ResponsibilitiesProvide expert advice...
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Wealth Management Operations Analyst
2 weeks 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...