Banking and Financial services

3 days ago


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

We are seeking an experienced Financial Services Officer or some one who has financial experience to join our growing team.

This is an exciting opportunity for a skilled professional who thrives on delivering high-quality service and building long-term client relationships.

Key Responsibilities:

Provide clients with support across Wealth Capital's full suite).

  • Assist with applications, account administration and financial documentation.
  • Ensure all advice and service meet compliance and regulatory standards.
  • Contribute to the development of new business opportunities and client engagement initiatives.
  • Prepare reports, reconciliations, and client communications as required.

Skills & Experience

  • Proven experience in financial services, banking or wealth management.
  • Strong knowledge of Australian financial regulations and compliance.
  • Excellent communication and interpersonal skills.
  • High attention to detail with sound numeracy and analytical abilities.
  • Ability to manage multiple tasks and deadlines effectively.


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