Wealth Manager

2 weeks ago

Melbourne, Victoria, Australia ircfsjobs Full time

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.


Attractive Package, Salary + Commission

Transferable Book Over 5 Million AUM Required

  • Paraplanner, Wealth Management

    1 week ago

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

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Wealth Management Client Associate

    1 week ago

    Melbourne, Victoria, Australia Bank of America Full time US$25 - US$37

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • 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

    Job DescriptionAsset & 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,...

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

    2 days 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...

  • Paraplanner, Perpetual Wealth Management

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Limited Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best - whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Financial Adviser

    2 weeks ago

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

    Who We AreAt PMP Wealth, we specialise in providing tailored financial strategies to high-net-worth clients, business owners, and professionals. With offices in Collingwood and Greensborough, we work closely with an established accounting firm, giving us a strong referral base and the ability to offer truly integrated advice. Our focus is on long-term...

  • Associate - Wealth Management

    1 week ago

    Melbourne, Victoria, Australia BlueRock Full time $90,000 - $120,000 per year

    Do things you love with people you care about and good things happen BlueRock was created to be different to other firms – a disruptor by nature, and a multidisciplinary firm that is changing the way people and clients view professional services. From day one, that has been a central element that has attracted both clients and people to it.  That...

  • Project Manager

    1 week ago

    Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $80,000 - $120,000 per year

    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...

  • Salesforce Developer

    1 day ago

    Melbourne, Victoria, Australia Hewison Private Wealth Full time $80,000 - $120,000 per year

    Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.Position OverviewAn exciting opportunity is now available for a Salesforce Developer to join our team for the...

  • Consultant - Private Wealth Support

    2 hours ago

    Melbourne, Victoria, Australia Netwealth Full time $80,000 - $120,000 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...