Private Client Adviser

As an Adviser in our Risk Insurance team, you will provide strategic advice to a portfolio of business and private clients by providing a personalised approach. Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best...

Service Development, Risk Services Full-Time, Ongoing. About VMIA Victorian Managed Insurance Authority (VMIA) is the Victorian Government's insurer and risk adviser, covering the people and projects that help Victorians thrive. We're an agency in the Department of Treasury and Finance portfolio established under the Victorian Managed Insurance Authority...

About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser you are a main contact point for clients and are a support in the establishment and...

**Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Supporting the creation, protection & transfer of wealth**: - **Drive the strategic vision of NAB Private**: - **Develop and manage a portfolio of key High Net Worth clients** Our vision is to be Australia's leading bank, trusted by customers for exceptional service. This vision is...

We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...

The RoleA Private Wealth Assistant provides administrative support to a team of advisers and acts as a central point of contact for all client queries. As an Assistant, you will perform administrative duties to implement strategic advice as well as develop and enhance client relationships through active communication to ensure key information is gathered and...

Do you LOVE a deep dive into digital data? (say that alliteration really fast after 2 pints!) - Do you get goosebumps when you centre in on the nugget of truth that you know will impact online customer behaviour? - Do you love presenting and engaging with senior stakeholders? As Principal Client Adviser, you’ll partner with an array of leading enterprises...

The Role We are seeking a motivated and detail-oriented Adviser to join our Clients and Markets (C&M) team, supporting the Dispute Resolution Practice Stream located in Melbourne. This is an exciting opportunity to work closely with industry-leading partners and senior C&M leaders in a fast-paced, collaborative environment. Key responsibilities In this...

Are you an experienced Financial Adviser looking for your next opportunity?Join Informed Wealth Advisory, the newly established wealth management arm under the Informed Financial Services banner. We're a young, fast-growing finance practice backed by a strong team of mortgage brokers, referral partners, and directors with deep industry expertise.We are...

Location: Melbourne | CBD Job type: Full time Organisation: Victorian Managed Insurance Authority **Salary**: Salary not specified Occupation: Risk Management Reference: VG/1665466 Our service development team is growing, and we have an exciting opportunity for a vibrant and self-motivated client service adviser to support the ongoing management and...