Wealth Manager

4 days ago

Sydney, New South Wales, Australia ircfsjobs Full time

Position: Wealth Manager

Location: Sydney, 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 Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities:

- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.

- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.

- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.

- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.

- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.

- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.

- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)

- Minimum of 5 years of experience in wealth management or a related financial advisory role.

- Proven track record of managing and growing a portfolio of high-net-worth clients.

- Strong knowledge of financial products, investment strategies, and market dynamics.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to build and maintain long-term client relationships based on trust and integrity.

- Proficiency in financial planning software and tools.

- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

Skills and Competencies:

- Strategic thinking and analytical skills.

- High level of professionalism and ethical standards.

- Client-focused with a commitment to delivering exceptional service.

- Strong organizational and time management skills.

- Ability to work independently and as part of a team.

Benefits:

- Competitive salary and performance-based incentives.

- Comprehensive health and wellness benefits.

- Opportunities for professional development and career advancement.

- Supportive and collaborative work environment.

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.


Attractive Package, Salary + Commission

Transferable Book Over 5 Million AUM Required

  • Associate, Perpetual Wealth Management

    1 week ago

    Sydney, New South Wales, Australia Perpetual Limited Full time $60,000 - $100,000 per year

    More time off for the things that matter - Up to 6 weeks' leaveWork where we work best - Hybrid office/work-from-home environmentBe an active contributor for your team and engage with clients while you gain experienceAs an Assoicate the role is focused on providing ongoing client service and high-quality support to Financial Advisers and Partners within...

  • Wealth Solutions Partner

    2 weeks ago

    Sydney, New South Wales, Australia Findex Full time $90,000 - $120,000 per year

    Job Description Are you considering moving away from a traditional client servicing advice role to explore a new, refreshing career direction? Do you thrive on connecting with clients and providing meaningful solutions to secure their financial freedom? Do you enjoy working collaboratively across divisions and unlocking further advice opportunities...

  • Senior Client Experience Manager – Wealth

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time $120,000 - $180,000 per year

    Join our specialist Wealth division that offers market-leading integrated wealth solutions for advisers and their clients. Leading a Client Service team that operates as the primary point of contact financial advisers using the Macquarie Wrap platform.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of...

  • Associate Advisor

    4 days ago

    Sydney, New South Wales, Australia Providence Wealth Full time $90,000 - $120,000 per year

    Are you looking for an opportunity to drive your career forward?Providence Wealth Advisory Group is a privately owned and operated investment advisory group, that has been providing bespoke investment services to clients since 2000. Servicing valued clients nationally, we have offices in Sydney, Melbourne, and Adelaide. We provide comprehensive wealth...

  • Associate - Private Wealth Management

    1 week ago

    Sydney, New South Wales, Australia SentinelWealth Full time $90,000 - $120,000 per year

    The opportunity:Excellent opportunity has arisen for an experienced Associate to become a key member of a successful boutique practice.A responsible and challenging position working with high net worth (HNW) clients across retail and wholesale segmentsA holistic and unique approach to financial planning utilising leading edge discovery processes to make a...

  • Paraplanner Sydney

    4 days ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time $90,000 - $120,000 per year

    Position: ParaplannerLocation: SydneyCompany Overview:Hoxton Wealth is a leading financial planning firm based in Sydney, Australia. We provide comprehensive financial advice and solutions to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized and...

  • Business Development Representative

    1 week ago

    Sydney, New South Wales, Australia Pivot Wealth Full time $90,000 - $120,000 per year

    Turn Conversations into Careers - Business Development Role with Purpose + ProgressionWe're not just hiring another sales rep. We're building a high-performance BDR engine that turns warm leads into lifelong clients.Your Mission:As a BDR at Pivot Wealth, you'll be the first point of contact for Australians who are ready to transform their money game - and...

  • Account Associate, Private Wealth – Asset Management

    4 days ago

    Sydney, New South Wales, Australia Perpetual Full time $60,000 - $120,000 per year

    Work closely with front-office investment teams and high-net-worth clientsOpportunity for career developmentMore Time Off for What Matters: Enjoy up to 6 weeks of leavePerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...

  • Programming and Events Director

    2 days ago

    Sydney, New South Wales, Australia Private Wealth Network Full time $104,000 - $130,878 per year

    Location:Sydney CBD, AustraliaReports To:Head of Marketing, Communications and EventsEmployment Type:Permanent, Full-TimeWork Arrangement:Hybrid (3 days in-office, 2 days remote)About UsPrivate Wealth Network (PWN) is a leading membership organisation for individuals and families with significant wealth. We curate high-calibre forums, experiences, and...

  • Asset & Wealth Management, Private Credit, Associate, Sydney

    4 days ago

    Sydney, New South Wales, Australia Goldman Sachs Full time US$1,200,000 - US$2,000,000 per year

    Job DescriptionASSET & WEALTH MANAGEMENTAboutBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds,...