Wealth Manager

3 days ago

Melbourne, Victoria, Australia Independent Resourcing Consultancy Full time $120,000 - $200,000 per year


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 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.



Package Details

Attractive Package, Salary + Commission

Transferable Book Over 5 Million AUM Required

  • Wealth Management

    5 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time $80,000 - $120,000 per year

    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...

  • Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

    2 weeks ago

    Melbourne, Victoria, Australia Goldman Sachs Full time $120,000 - $250,000 per year

    Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/Sydney Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and...

  • Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

    3 days ago

    Melbourne, Victoria, Australia Goldman Sachs Full time $120,000 - $250,000 per year

    DescriptionAsset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/Sydney Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking...

  • Financial Advisor

    5 days ago

    Melbourne, Victoria, Australia Royale Wealth Full time $120,000 - $180,000 per year

    About UsAtRoyale Wealth, we're an independent, self-licensed financial services firm dedicated to helping Australians build and protect their financial future.We deliver honest, strategic advice tailored to each client's goals — from wealth creation and tax planning to risk protection and retirement planning.Our services include:Tax minimisation and debt...

  • Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

    7 days ago

    Melbourne, Victoria, Australia Goldman Sachs Full time $180,000 - $250,000 per year

    Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and...

  • Paraplanner - Wealth Advisory

    1 week ago

    Melbourne, Victoria, Australia Lead Group Full time $60,000 - $90,000 per year

    Paraplanner - Wealth Advisory - MelbourneOur client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced...

  • Wealth Solutions Partner

    1 day ago

    Melbourne, Victoria, Australia Findex Full time $80,000 - $120,000 per year

    DescriptionAre 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 within our...

  • Private Wealth Assistant

    2 weeks ago

    Melbourne, Victoria, Australia Ord Minnett Holdings PL Full time $60,000 - $120,000 per year

    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...

  • Head of Private Wealth Support

    2 weeks ago

    Melbourne, Victoria, Australia Netwealth Full time $120,000 - $180,000 per year

    About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology. Founded in 1999, Netwealth has grown rapidly, driven by an...

  • Head of Private Wealth Support

    2 weeks ago

    Melbourne, Victoria, Australia Netwealth Full time $120,000 - $180,000 per year

    About NetwealthNetwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.Founded in 1999, Netwealth has grown rapidly, driven by an...